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WealthTrust-Arizona’s Pfizer PFE Stock Holding History

WealthTrust-Arizona’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
Q4 		$842K Buy
20,321
+2
+0% +$83 0.49% 27
2018
Q3 		$850K Sell
20,319
-273
-1% -$10.5K 0.41% 30
2018
Q2 		$709K Sell
20,592
-622
-3% -$21.3K 0.37% 31
2018
Q1 		$714K Buy
21,214
+442
+2% +$15.2K 0.38% 30
2017
Q4 		$714K Buy
20,772
+12,353
+147% +$421K 0.35% 29
2017
Q3 		$285K Buy
8,419
+1,288
+18% +$41.4K 0.14% 55
2017
Q2 		$227K Sell
7,131
-873
-11% -$27.5K 0.12% 58
2017
Q1 		$260K Buy
8,004
+532
+7% +$16.8K 0.14% 58
2016
Q4 		$230K Buy
7,472
+5
+0.1% +$153 0.13% 60
2016
Q3 		$240K Buy
7,467
+1,258
+20% +$42.1K 0.14% 58
2016
Q2 		$207K Buy
6,209
+4,220
+212% +$135K 0.13% 59
2016
Q1 		$56K Buy
1,989
+5
+0.3% +$143 0.04% 142
2015
Q4 		$61K Buy
1,984
+6
+0.3% +$189 0.04% 133
2015
Q3 		$59K Buy
1,978
+4
+0.2% +$128 0.04% 132
2015
Q2 		$63K Buy
1,974
+4
+0.2% +$130 0.04% 139
2015
Q1 		$65K Buy
1,970
+5
+0.3% +$159 0.04% 138
2014
Q4 		$58K Buy
1,965
+5
+0.3% +$143 0.05% 139
2014
Q3 		$55K Buy
1,960
+379
+24% +$10.6K 0.06% 149
2014
Q2 		$45K Buy
1,581
+438
+38% +$12.5K 0.05% 176
2014
Q1 		$35K Buy
1,143
+5
+0.4% +$149 0.04% 206
2013
Q4 		$33K Buy
1,138
+4
+0.4% +$116 0.04% 200
2013
Q3 		$31K Buy
1,134
+4
+0.4% +$109 0.04% 192
2013
Q2 		$30K Buy
+1,130
New +$31.2K 0.04% 179

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WealthTrust-Arizona's PFE Position: Q4 2018 in Review

WealthTrust-Arizona increased its Pfizer (PFE) stake by 0.01% in Q4 2018, buying an estimated $83 and bringing the position to 20,321 shares worth $842K. The position accounts for 0.49% of the portfolio, ranked #27.

WealthTrust-Arizona first reported a position in PFE in Q2 2013 and has held it in 23 quarters since. The position peaked at $850K in Q3 2018. 2,403 funds tracked by Wall St. Rank hold PFE as of Q4 2018.

  • WealthTrust-Arizona held 20,321 shares of Pfizer worth $842K as of Q4 2018.
  • WealthTrust-Arizona bought 2 Pfizer shares in Q4 2018, an estimated $83.
  • Pfizer made up 0.49% of WealthTrust-Arizona's portfolio in Q4 2018, its #27 holding.
  • WealthTrust-Arizona first reported a position in Pfizer in Q2 2013 and has held it in 23 quarters since.
  • WealthTrust-Arizona's Pfizer position peaked at $850K in Q3 2018.
  • 2,403 funds tracked by Wall St. Rank held Pfizer as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.