ShoreHaven Wealth Partners’s Pfizer PFE Stock Holding History

ShoreHaven Wealth 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
2021 Q2	–	Sell	-2,511	Closed	-$91K	–	201
2021 Q1	$91K	Buy	2,511 +3	+0.1%	+$107	0.05%	90
2020 Q4	$92K	Buy	+2,508	New	+$92K	0.05%	83

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

ShoreHaven Wealth Partners's PFE Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Pfizer (PFE) in Q2 2021, closing a stake of 2,511 shares — an estimated $91K sold.

ShoreHaven Wealth Partners first reported a position in PFE in Q4 2020 and held it in 2 quarters. The position peaked at $92K in Q4 2020. 2,735 funds tracked by Wall St. Rank hold PFE as of Q2 2021.

ShoreHaven Wealth Partners reported no remaining Pfizer position as of Q2 2021 after selling out during the quarter.
ShoreHaven Wealth Partners sold 2,511 Pfizer shares in Q2 2021, an estimated $91K.
ShoreHaven Wealth Partners first reported a position in Pfizer in Q4 2020 and held it in 2 quarters.
ShoreHaven Wealth Partners's Pfizer position peaked at $92K in Q4 2020.
2,735 funds tracked by Wall St. Rank held Pfizer as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.