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Pfizer shares owned by Beacon Pointe Wealth Advisors

Quarter-by-quarter ownership of Pfizer (PFE) shares owned by Beacon Pointe Wealth Advisors from 13F filings

Historical chart of Beacon Pointe Wealth Advisors investment in Pfizer

Tip: Access up to 7 years of quarterly data

All positions including Pfizer held by Beacon Pointe Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pfizer by Beacon Pointe Wealth Advisors

Quarter filed Position value Share count Share price at filing
2019-12-31 $2.2M 55k 39.18
2019-09-30 $1.9M 52k 35.90
2019-06-30 $2.7M 63k 43.33
2019-03-31 $2.4M 57k 42.43
2018-12-31 $2.5M 58k 43.65

More positions owned by Beacon Pointe Wealth Advisors

iShares S&P 500 Index (IVV)
Vanguard S&p 500 Etf idx (VOO)
J P Morgan Exchange Traded F ultra shrt (JPST)
Pgim Ultra Short Bd Etf etf/closed end- (PULS)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
iShares Russell 1000 Growth Index (IWF)
Apple (AAPL)
Vanguard Europe Pacific ETF (VEA)
Vanguard Extended Market ETF (VXF)
iShares Russell 1000 Index (IWB)
Vanguard High Dividend Yield ETF (VYM)
American Campus Communities
Pacific Premier Ban (PPBI)
iShares Russell 3000 Index (IWV)
Vanguard Emerging Markets ETF (VWO)

View all positions for Beacon Pointe Wealth Advisors

Top funds holding Pfizer

Vanguard Group
BlackRock
State Street Corporation
Wellington Management Company
Charles Schwab Investment Management
Geode Capital Management
Massachusetts Financial Services
Bank of America Corporation
Susquehanna International
State Farm Mutual Automobile Insurance Company
Northern Trust
Capital World Investors
Amundi
Legal & General Group
Citadel Advisors

View all funds holding Pfizer