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Point View Wealth Management’s Pfizer PFE Stock Holding History

Point View Wealth Management’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 		$3.65M Sell
99,109
-6,322
-6% -$232K 1.48% 4
2020
Q3 		$3.67M Sell
105,431
-3,466
-3% -$122K 1.74% 4
2020
Q2 		$3.38M Sell
108,897
-2,988
-3% -$102K 1.62% 4
2020
Q1 		$3.46M Buy
111,885
+11,383
+11% +$388K 1.9% 2
2019
Q4 		$3.74M Buy
100,502
+5,698
+6% +$203K 1.55% 4
2019
Q3 		$3.23M Sell
94,804
-917
-1% -$33.3K 1.46% 6
2019
Q2 		$3.93M Buy
95,721
+4,750
+5% +$189K 1.67% 2
2019
Q1 		$3.67M Buy
90,971
+684
+0.8% +$27.4K 1.63% 3
2018
Q4 		$3.74M Buy
90,287
+604
+0.7% +$25.1K 1.89% 2
2018
Q3 		$3.75M Buy
89,683
+205
+0.2% +$7.89K 1.67% 3
2018
Q2 		$3.08M Sell
89,478
-462
-0.5% -$15.8K 1.43% 6
2018
Q1 		$3.03M Buy
89,940
+630
+0.7% +$21.7K 1.45% 7
2017
Q4 		$3.07M Sell
89,310
-1,634
-2% -$55.7K 1.46% 8
2017
Q3 		$3.08M Sell
90,944
-176
-0.2% -$5.66K 1.48% 7
2017
Q2 		$2.9M Buy
91,120
+205
+0.2% +$6.46K 1.43% 8
2017
Q1 		$2.95M Buy
90,915
+9,277
+11% +$292K 1.52% 5
2016
Q4 		$2.52M Sell
81,638
-1,559
-2% -$47.6K 1.45% 8
2016
Q3 		$2.67M Buy
83,197
+739
+0.9% +$24.7K 1.59% 6
2016
Q2 		$2.75M Sell
82,458
-95
-0.1% -$3.03K 1.67% 5
2016
Q1 		$2.32M Buy
82,553
+2,952
+4% +$84.3K 1.49% 7
2015
Q4 		$2.44M Sell
79,601
-874
-1% -$27.5K 1.76% 4
2015
Q3 		$2.4M Sell
80,475
-20
-0% -$641 1.92% 2
2015
Q2 		$2.56M Buy
80,495
+280
+0.3% +$9.13K 1.99% 1
2015
Q1 		$2.65M Buy
80,215
+1,005
+1% +$32K 2.05% 1
2014
Q4 		$2.34M Buy
79,210
+5,891
+8% +$169K 1.74% 4
2014
Q3 		$2.06M Buy
73,319
+39
+0.1% +$1.09K 1.75% 4
2014
Q2 		$2.06M Buy
73,280
+1,311
+2% +$37.4K 1.79% 3
2014
Q1 		$2.19M Sell
71,969
-471
-0.7% -$14K 2% 3
2013
Q4 		$2.1M Buy
+72,440
New +$2.11M 2% 4

Other funds holding PFE

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Point View Wealth Management's PFE Position: Q4 2020 in Review

Point View Wealth Management reduced its Pfizer (PFE) stake by 6% in Q4 2020, selling an estimated $232K and leaving 99,109 shares worth $3.65M. The position accounts for 1.48% of the portfolio, ranked #4.

Point View Wealth Management first reported a position in PFE in Q4 2013 and has held it in 29 quarters since. The position peaked at $3.93M in Q2 2019. 2,675 funds tracked by Wall St. Rank hold PFE as of Q4 2020.

  • Point View Wealth Management held 99,109 shares of Pfizer worth $3.65M as of Q4 2020.
  • Point View Wealth Management sold 6,322 Pfizer shares in Q4 2020, an estimated $232K.
  • Pfizer made up 1.48% of Point View Wealth Management's portfolio in Q4 2020, its #4 holding.
  • Point View Wealth Management first reported a position in Pfizer in Q4 2013 and has held it in 29 quarters since.
  • Point View Wealth Management's Pfizer position peaked at $3.93M in Q2 2019.
  • 2,675 funds tracked by Wall St. Rank held Pfizer as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.