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Legacy Wealth Partners (California)’s Pfizer PFE Stock Holding History

Legacy Wealth Partners (California)’s Portfolio PFE Stock Details PFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-21,429
Closed -$789K – 95
2020
Q4 		$789K Buy
21,429
+15,385
+255% +$564K 0.5% 51
2020
Q3 		$210K Buy
+6,044
New +$212K 0.15% 83
2020
Q2 		– Sell
-10,185
Closed -$315K – 110
2020
Q1 		$315K Buy
+10,185
New +$347K 0.29% 67

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Legacy Wealth Partners (California)'s PFE Position: Q1 2021 in Review

Legacy Wealth Partners (California) sold out of Pfizer (PFE) in Q1 2021, closing a stake of 21,429 shares — an estimated $789K sold.

Legacy Wealth Partners (California) first reported a position in PFE in Q1 2020 and held it in 3 quarters. The position peaked at $789K in Q4 2020. 2,675 funds tracked by Wall St. Rank hold PFE as of Q1 2021.

  • Legacy Wealth Partners (California) reported no remaining Pfizer position as of Q1 2021 after selling out during the quarter.
  • Legacy Wealth Partners (California) sold 21,429 Pfizer shares in Q1 2021, an estimated $789K.
  • Legacy Wealth Partners (California) first reported a position in Pfizer in Q1 2020 and held it in 3 quarters.
  • Legacy Wealth Partners (California)'s Pfizer position peaked at $789K in Q4 2020.
  • 2,675 funds tracked by Wall St. Rank held Pfizer as of Q1 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q1 2021, filed 12 May 2021.