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SVA Wealth Management’s Pfizer PFE Stock Holding History

SVA 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 		$3.39M Sell
91,973
-11,447
-11% -$420K 0.3% 65
2020
Q3 		$3.6M Sell
103,420
-66,833
-39% -$2.34M 0.36% 60
2020
Q2 		$5.28M Buy
170,253
+587
+0.3% +$19.9K 0.56% 43
2020
Q1 		$5.25M Buy
169,666
+4,387
+3% +$149K 0.6% 35
2019
Q4 		$6.14M Sell
165,279
-11,579
-7% -$412K 0.56% 39
2019
Q3 		$6.03M Sell
176,858
-4,339
-2% -$158K 0.59% 38
2019
Q2 		$7.45M Sell
181,197
-2,830
-2% -$112K 0.73% 24
2019
Q1 		$7.42M Buy
184,027
+3,743
+2% +$150K 0.72% 32
2018
Q4 		$7.47M Sell
180,284
-691
-0.4% -$28.7K 0.84% 24
2018
Q3 		$7.57M Buy
180,975
+98
+0.1% +$3.77K 0.77% 31
2018
Q2 		$6.23M Buy
180,877
+6,332
+4% +$216K 0.67% 40
2018
Q1 		$5.91M Sell
174,545
-756
-0.4% -$26K 0.73% 40
2017
Q4 		$6.02M Buy
175,301
+756
+0.4% +$25.8K 0.71% 42
2017
Q3 		$5.91M Buy
174,545
+7,936
+5% +$255K 0.73% 40
2017
Q2 		$5.31M Buy
166,609
+14,699
+10% +$464K 0.69% 45
2017
Q1 		$4.93M Buy
151,910
+21,960
+17% +$692K 0.67% 47
2016
Q4 		$4M Buy
129,950
+18,156
+16% +$554K 0.6% 53
2016
Q3 		$3.59M Buy
111,794
+10,654
+11% +$356K 0.56% 57
2016
Q2 		$3.38M Buy
101,140
+578
+0.6% +$18.4K 0.55% 58
2016
Q1 		$2.83M Buy
100,562
+31,980
+47% +$913K 0.47% 65
2015
Q4 		$2.1M Buy
68,582
+7,053
+11% +$222K 0.36% 81
2015
Q3 		$1.83M Buy
61,529
+3,108
+5% +$99.7K 0.34% 80
2015
Q2 		$1.86M Buy
58,421
+1,987
+4% +$64.8K 0.34% 81
2015
Q1 		$1.86M Buy
56,434
+8,768
+18% +$279K 0.34% 83
2014
Q4 		$1.41M Buy
47,666
+3,124
+7% +$89.6K 0.51% 45
2014
Q3 		$1.25M Buy
44,542
+1,537
+4% +$43.1K 0.53% 47
2014
Q2 		$1.21M Buy
43,005
+2,033
+5% +$58K 0.52% 49
2014
Q1 		$1.25M Buy
40,972
+6,023
+17% +$180K 0.59% 45
2013
Q4 		$1.02M Buy
+34,949
New +$1.02M 0.61% 46

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

SVA Wealth Management's PFE Position: Q4 2020 in Review

SVA Wealth Management reduced its Pfizer (PFE) stake by 11% in Q4 2020, selling an estimated $420K and leaving 91,973 shares worth $3.39M. The position accounts for 0.3% of the portfolio, ranked #65.

SVA Wealth Management first reported a position in PFE in Q4 2013 and has held it in 29 quarters since. The position peaked at $7.57M in Q3 2018. 2,674 funds tracked by Wall St. Rank hold PFE as of Q4 2020.

  • SVA Wealth Management held 91,973 shares of Pfizer worth $3.39M as of Q4 2020.
  • SVA Wealth Management sold 11,447 Pfizer shares in Q4 2020, an estimated $420K.
  • Pfizer made up 0.3% of SVA Wealth Management's portfolio in Q4 2020, its #65 holding.
  • SVA Wealth Management first reported a position in Pfizer in Q4 2013 and has held it in 29 quarters since.
  • SVA Wealth Management's Pfizer position peaked at $7.57M in Q3 2018.
  • 2,674 funds tracked by Wall St. Rank held Pfizer as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.