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Private Wealth Advisors (Pennsylvania)’s Pfizer PFE Stock Holding History

Private Wealth Advisors (Pennsylvania)’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 		$425K Sell
11,557
-571
-5% -$20.9K 0.24% 73
2020
Q3 		$422K Buy
12,128
+175
+1% +$6.14K 0.27% 62
2020
Q2 		$371K Hold
11,953
– – 0.25% 69
2020
Q1 		$427K Sell
11,953
-1,010
-8% -$34.4K 0.32% 57
2019
Q4 		$469K Sell
12,963
-5,111
-28% -$182K 0.25% 82
2019
Q3 		$616K Sell
18,074
-6,813
-27% -$248K 0.31% 77
2019
Q2 		$1.02M Buy
24,887
+936
+4% +$37.2K 0.36% 68
2019
Q1 		$965K Buy
23,951
+1,292
+6% +$51.7K 0.36% 69
2018
Q4 		$938K Buy
22,659
+915
+4% +$38K 0.41% 63
2018
Q3 		$909K Buy
21,744
+32
+0.1% +$1.23K 0.34% 75
2018
Q2 		$747K Buy
21,712
+1,354
+7% +$46.3K 0.3% 80
2018
Q1 		$685K Sell
20,358
-672
-3% -$23.1K 0.27% 85
2017
Q4 		$723K Sell
21,030
-209
-1% -$7.13K 0.28% 84
2017
Q3 		$719K Buy
21,239
+2,404
+13% +$77.3K 0.3% 83
2017
Q2 		$600K Buy
18,835
+4,250
+29% +$134K 0.26% 88
2017
Q1 		$473K Buy
14,585
+2,143
+17% +$67.6K 0.21% 91
2016
Q4 		$383K Buy
12,442
+2,741
+28% +$83.7K 0.18% 97
2016
Q3 		$312K Buy
9,701
+634
+7% +$21.2K 0.15% 105
2016
Q2 		$303K Buy
9,067
+999
+12% +$31.9K 0.15% 104
2016
Q1 		$227K Buy
8,068
+561
+7% +$16K 0.12% 110
2015
Q4 		$230K Sell
7,507
-61
-0.8% -$1.92K 0.13% 105
2015
Q3 		$226K Sell
7,568
-270
-3% -$8.66K 0.11% 126
2015
Q2 		$249K Buy
7,838
+322
+4% +$10.5K 0.11% 126
2015
Q1 		$248K Sell
7,516
-695
-8% -$22.1K 0.12% 124
2014
Q4 		$243K Buy
+8,211
New +$235K 0.12% 117
2014
Q2 		– Sell
-6,876
Closed -$210K – 126
2014
Q1 		$210K Sell
6,876
-246
-3% -$7.33K 0.11% 118
2013
Q4 		$207K Buy
+7,122
New +$207K 0.11% 115
2013
Q3 		– Sell
-7,571
Closed -$201K – 115
2013
Q2 		$201K Buy
+7,571
New +$209K 0.13% 111

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

Private Wealth Advisors (Pennsylvania)'s PFE Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) reduced its Pfizer (PFE) stake by 4.7% in Q4 2020, selling an estimated $20.9K and leaving 11,557 shares worth $425K. The position accounts for 0.24% of the portfolio, ranked #73.

Private Wealth Advisors (Pennsylvania) first reported a position in PFE in Q2 2013 and has held it in 28 quarters since. The position peaked at $1.02M in Q2 2019. 2,674 funds tracked by Wall St. Rank hold PFE as of Q4 2020.

  • Private Wealth Advisors (Pennsylvania) held 11,557 shares of Pfizer worth $425K as of Q4 2020.
  • Private Wealth Advisors (Pennsylvania) sold 571 Pfizer shares in Q4 2020, an estimated $20.9K.
  • Pfizer made up 0.24% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #73 holding.
  • Private Wealth Advisors (Pennsylvania) first reported a position in Pfizer in Q2 2013 and has held it in 28 quarters since.
  • Private Wealth Advisors (Pennsylvania)'s Pfizer position peaked at $1.02M in Q2 2019.
  • 2,674 funds tracked by Wall St. Rank held Pfizer as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.