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Wealthspire Advisors (Maryland)’s Pfizer PFE Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$5.27M Buy
151,361
+2,919
+2% +$102K 0.19% 67
2020
Q2 		$4.61M Sell
148,442
-10,059
-6% -$342K 0.33% 49
2020
Q1 		$4.91M Sell
158,501
-19,126
-11% -$652K 0.43% 41
2019
Q4 		$6.6M Buy
177,627
+6,106
+4% +$217K 0.44% 37
2019
Q3 		$5.85M Sell
171,521
-8,264
-5% -$301K 0.43% 41
2019
Q2 		$7.39M Sell
179,785
-692
-0.4% -$27.5K 0.55% 34
2019
Q1 		$7.27M Sell
180,477
-10,464
-5% -$419K 0.55% 35
2018
Q4 		$7.91M Buy
190,941
+3,381
+2% +$140K 0.7% 29
2018
Q3 		$7.84M Sell
187,560
-5,619
-3% -$216K 0.65% 28
2018
Q2 		$6.65M Sell
193,179
-2,195
-1% -$75K 0.6% 31
2018
Q1 		$6.58M Buy
195,374
+1,883
+1% +$64.7K 0.62% 30
2017
Q4 		$6.65M Buy
193,491
+1,665
+0.9% +$56.8K 0.65% 27
2017
Q3 		$6.5M Buy
191,826
+16,861
+10% +$542K 0.71% 25
2017
Q2 		$5.58M Buy
174,965
+31,069
+22% +$980K 0.66% 27
2017
Q1 		$4.67M Buy
143,896
+9,973
+7% +$314K 0.66% 25
2016
Q4 		$4.13M Buy
133,923
+90
+0.1% +$2.75K 0.62% 29
2016
Q3 		$4.3M Sell
133,833
-1,939
-1% -$64.8K 0.67% 25
2016
Q2 		$4.54M Buy
135,772
+2,871
+2% +$91.6K 0.76% 23
2016
Q1 		$3.74M Buy
132,901
+2,724
+2% +$77.8K 0.66% 28
2015
Q4 		$3.99M Buy
+130,177
New +$4.1M 0.74% 22

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PFE Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Pfizer (PFE) stake by 2% in Q3 2020, buying an estimated $102K and bringing the position to 151,361 shares worth $5.27M. The position accounts for 0.19% of the portfolio, ranked #67.

Wealthspire Advisors (Maryland) first reported a position in PFE in Q4 2015 and has held it in 20 quarters since. The position peaked at $7.91M in Q4 2018. 2,508 funds tracked by Wall St. Rank hold PFE as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 151,361 shares of Pfizer worth $5.27M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 2,919 Pfizer shares in Q3 2020, an estimated $102K.
  • Pfizer made up 0.19% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #67 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Pfizer in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Pfizer position peaked at $7.91M in Q4 2018.
  • 2,508 funds tracked by Wall St. Rank held Pfizer as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.