Adams Chetwood Wealth Management’s Pfizer PFE Stock Holding History

Adams Chetwood Wealth Management’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
2022 Q1	$1.15M	Buy	22,133 +122	+0.6%	+$6.33K	0.65%	31
2021 Q4	$1.3M	Buy	22,011 +106	+0.5%	+$5.25K	0.88%	28
2021 Q3	$942K	Sell	21,905 -180	-0.8%	-$7.97K	0.68%	33
2021 Q2	$865K	Buy	22,085 +2,825	+15%	+$110K	0.61%	38
2021 Q1	$698K	Buy	19,260 +550	+3%	+$19.5K	0.53%	43
2020 Q4	$689K	Buy	18,710 +676	+4%	+$24.8K	0.57%	37
2020 Q3	$628K	Hold	18,034	–	–	0.6%	39
2020 Q2	$559K	Hold	18,034	–	–	0.57%	37
2020 Q1	$637K	Buy	18,034 +12,290	+214%	+$419K	0.75%	30
2019 Q4	$214K	Buy	+5,744	New	+$205K	0.22%	66

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Adams Chetwood Wealth Management's PFE Position: Q1 2022 in Review

Adams Chetwood Wealth Management increased its Pfizer (PFE) stake by 0.55% in Q1 2022, buying an estimated $6.33K and bringing the position to 22,133 shares worth $1.15M. The position accounts for 0.65% of the portfolio, ranked #31.

Adams Chetwood Wealth Management first reported a position in PFE in Q4 2019 and has held it in 10 quarters since. The position peaked at $1.3M in Q4 2021. 3,195 funds tracked by Wall St. Rank hold PFE as of Q1 2022.

Adams Chetwood Wealth Management held 22,133 shares of Pfizer worth $1.15M as of Q1 2022.
Adams Chetwood Wealth Management bought 122 Pfizer shares in Q1 2022, an estimated $6.33K.
Pfizer made up 0.65% of Adams Chetwood Wealth Management's portfolio in Q1 2022, its #31 holding.
Adams Chetwood Wealth Management first reported a position in Pfizer in Q4 2019 and has held it in 10 quarters since.
Adams Chetwood Wealth Management's Pfizer position peaked at $1.3M in Q4 2021.
3,195 funds tracked by Wall St. Rank held Pfizer as of Q1 2022.

Based on Adams Chetwood Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.