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Wealthfront’s Pfizer PFE Stock Holding History

Wealthfront’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
2018
Q3 		$8.66M Buy
207,245
+5,898
+3% +$227K 0.08% 41
2018
Q2 		$6.93M Sell
201,347
-12,620
-6% -$431K 0.07% 46
2018
Q1 		$7.21M Buy
213,967
+25,864
+14% +$889K 0.07% 44
2017
Q4 		$6.46M Buy
188,103
+22,247
+13% +$759K 0.07% 45
2017
Q3 		$5.62M Buy
165,856
+62,771
+61% +$2.02M 0.07% 45
2017
Q2 		$3.29M Sell
103,085
-14,915
-13% -$470K 0.05% 65
2017
Q1 		$3.83M Buy
118,000
+15,021
+15% +$474K 0.07% 54
2016
Q4 		$3.17M Buy
102,979
+20,551
+25% +$627K 0.07% 49
2016
Q3 		$2.65M Buy
82,428
+970
+1% +$32.4K 0.06% 61
2016
Q2 		$2.72M Buy
81,458
+46,416
+132% +$1.48M 0.08% 49
2016
Q1 		$985K Sell
35,042
-30,243
-46% -$864K 0.03% 88
2015
Q4 		$2M Buy
65,285
+5,303
+9% +$167K 0.07% 52
2015
Q3 		$1.79M Buy
59,982
+5,805
+11% +$186K 0.07% 55
2015
Q2 		$1.72M Buy
54,177
+13,596
+34% +$443K 0.07% 37
2015
Q1 		$1.34M Buy
40,581
+18,308
+82% +$582K 0.06% 30
2014
Q4 		$658K Buy
22,273
+6,591
+42% +$189K 0.04% 54
2014
Q3 		$440K Buy
15,682
+7,213
+85% +$202K 0.03% 62
2014
Q2 		$245K Sell
8,469
-14,217
-63% -$405K 0.02% 86
2014
Q1 		$688K Buy
+22,686
New +$676K 0.09% 21

Other funds holding PFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthfront's PFE Position: Q3 2018 in Review

Wealthfront increased its Pfizer (PFE) stake by 2.9% in Q3 2018, buying an estimated $227K and bringing the position to 207,245 shares worth $8.66M. The position accounts for 0.08% of the portfolio, ranked #41.

Wealthfront first reported a position in PFE in Q1 2014 and has held it in 19 quarters since. 2,257 funds tracked by Wall St. Rank hold PFE as of Q3 2018.

  • Wealthfront held 207,245 shares of Pfizer worth $8.66M as of Q3 2018.
  • Wealthfront bought 5,898 Pfizer shares in Q3 2018, an estimated $227K.
  • Pfizer made up 0.08% of Wealthfront's portfolio in Q3 2018, its #41 holding.
  • Wealthfront first reported a position in Pfizer in Q1 2014 and has held it in 19 quarters since.
  • 2,257 funds tracked by Wall St. Rank held Pfizer as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.