Adero Partners’s Pfizer PFE Stock Holding History

Adero Partners’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
2023 Q1	–	Sell	-7,435	Closed	-$381K	–	172
2022 Q4	$381K	Buy	7,435 +2,550	+52%	+$122K	0.05%	112
2022 Q3	$222K	Buy	+4,885	New	+$237K	0.03%	141

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Adero Partners's PFE Position: Q1 2023 in Review

Adero Partners sold out of Pfizer (PFE) in Q1 2023, closing a stake of 7,435 shares — an estimated $381K sold.

Adero Partners first reported a position in PFE in Q3 2022 and held it in 2 quarters. The position peaked at $381K in Q4 2022. 3,103 funds tracked by Wall St. Rank hold PFE as of Q1 2023.

Adero Partners reported no remaining Pfizer position as of Q1 2023 after selling out during the quarter.
Adero Partners sold 7,435 Pfizer shares in Q1 2023, an estimated $381K.
Adero Partners first reported a position in Pfizer in Q3 2022 and held it in 2 quarters.
Adero Partners's Pfizer position peaked at $381K in Q4 2022.
3,103 funds tracked by Wall St. Rank held Pfizer as of Q1 2023.

Based on Adero Partners's 13F filing for Q1 2023, filed 4 May 2023.