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Sound View Wealth Advisors’s Pfizer PFE Stock Holding History

Sound View Wealth Advisors’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
2019
Q1 		$5.43M Buy
134,763
+2,527
+2% +$101K 1.7% 10
2018
Q4 		$5.48M Buy
+132,236
New +$5.49M 1.98% 6

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sound View Wealth Advisors's PFE Position: Q1 2019 in Review

Sound View Wealth Advisors increased its Pfizer (PFE) stake by 1.9% in Q1 2019, buying an estimated $101K and bringing the position to 134,763 shares worth $5.43M. The position accounts for 1.7% of the portfolio, ranked #10.

Sound View Wealth Advisors first reported a position in PFE in Q4 2018 and has held it in 2 quarters since. The position peaked at $5.48M in Q4 2018. 2,391 funds tracked by Wall St. Rank hold PFE as of Q1 2019.

  • Sound View Wealth Advisors held 134,763 shares of Pfizer worth $5.43M as of Q1 2019.
  • Sound View Wealth Advisors bought 2,527 Pfizer shares in Q1 2019, an estimated $101K.
  • Pfizer made up 1.7% of Sound View Wealth Advisors's portfolio in Q1 2019, its #10 holding.
  • Sound View Wealth Advisors first reported a position in Pfizer in Q4 2018 and has held it in 2 quarters since.
  • Sound View Wealth Advisors's Pfizer position peaked at $5.48M in Q4 2018.
  • 2,391 funds tracked by Wall St. Rank held Pfizer as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.