New Potomac Partners’s Pfizer PFE Stock Holding History

New Potomac Partners’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
2020 Q4	–	Sell	-1,006	Closed	-$35K	–	102
2020 Q3	$35K	Hold	1,006	–	–	0.03%	95
2020 Q2	$31K	Hold	1,006	–	–	0.03%	99
2020 Q1	$31K	Hold	1,006	–	–	0.03%	99
2019 Q4	$37K	Sell	1,006 -1,328	-57%	-$47.3K	0.03%	103
2019 Q3	$80K	Hold	2,334	–	–	0.08%	86
2019 Q2	$96K	Hold	2,334	–	–	0.1%	77
2019 Q1	$94K	Buy	+2,334	New	+$93.5K	0.1%	82

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

New Potomac Partners's PFE Position: Q4 2020 in Review

New Potomac Partners sold out of Pfizer (PFE) in Q4 2020, closing a stake of 1,006 shares — an estimated $35K sold.

New Potomac Partners first reported a position in PFE in Q1 2019 and held it in 7 quarters. The position peaked at $96K in Q2 2019. 2,675 funds tracked by Wall St. Rank hold PFE as of Q4 2020.

New Potomac Partners reported no remaining Pfizer position as of Q4 2020 after selling out during the quarter.
New Potomac Partners sold 1,006 Pfizer shares in Q4 2020, an estimated $35K.
New Potomac Partners first reported a position in Pfizer in Q1 2019 and held it in 7 quarters.
New Potomac Partners's Pfizer position peaked at $96K in Q2 2019.
2,675 funds tracked by Wall St. Rank held Pfizer as of Q4 2020.

Based on New Potomac Partners's 13F filing for Q4 2020, filed 28 Jan 2021.