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WealthStone’s Pfizer PFE Stock Holding History

WealthStone’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
2021
Q1 		$733K Buy
20,253
+2,672
+15% +$94.9K 0.26% 63
2020
Q4 		$647K Sell
17,581
-286
-2% -$10.5K 0.23% 65
2020
Q3 		$622K Buy
+17,867
New +$626K 0.28% 55
2019
Q3 		– Sell
-2,520
Closed -$104K – 451
2019
Q2 		$104K Buy
+2,520
New +$100K 0.05% 140

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

WealthStone's PFE Position: Q1 2021 in Review

WealthStone increased its Pfizer (PFE) stake by 15% in Q1 2021, buying an estimated $94.9K and bringing the position to 20,253 shares worth $733K. The position accounts for 0.26% of the portfolio, ranked #63.

WealthStone first reported a position in PFE in Q2 2019 and has held it in 4 quarters since. 2,675 funds tracked by Wall St. Rank hold PFE as of Q1 2021.

  • WealthStone held 20,253 shares of Pfizer worth $733K as of Q1 2021.
  • WealthStone bought 2,672 Pfizer shares in Q1 2021, an estimated $94.9K.
  • Pfizer made up 0.26% of WealthStone's portfolio in Q1 2021, its #63 holding.
  • WealthStone first reported a position in Pfizer in Q2 2019 and has held it in 4 quarters since.
  • 2,675 funds tracked by Wall St. Rank held Pfizer as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.