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Stewardship Financial Advisors’s Pfizer PFE Stock Holding History

Stewardship Financial 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
2020
Q1 		– Sell
-5,896
Closed -$219K – 80
2019
Q4 		$219K Buy
+5,896
New +$210K 0.08% 55

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State Street
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Capital World Investors
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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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Farm Mutual Automobile Insurance
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Stewardship Financial Advisors's PFE Position: Q1 2020 in Review

Stewardship Financial Advisors sold out of Pfizer (PFE) in Q1 2020, closing a stake of 5,896 shares — an estimated $219K sold.

Stewardship Financial Advisors first reported a position in PFE in Q4 2019 and held it in 1 quarter. The position peaked at $219K in Q4 2019. 2,438 funds tracked by Wall St. Rank hold PFE as of Q1 2020.

  • Stewardship Financial Advisors reported no remaining Pfizer position as of Q1 2020 after selling out during the quarter.
  • Stewardship Financial Advisors sold 5,896 Pfizer shares in Q1 2020, an estimated $219K.
  • Stewardship Financial Advisors first reported a position in Pfizer in Q4 2019 and held it in 1 quarter.
  • Stewardship Financial Advisors's Pfizer position peaked at $219K in Q4 2019.
  • 2,438 funds tracked by Wall St. Rank held Pfizer as of Q1 2020.

Based on Stewardship Financial Advisors's 13F filing for Q1 2020, filed 14 May 2020.