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Advanced Research Investment Solutions’s Pfizer PFE Stock Holding History

Advanced Research Investment Solutions’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
Q4 		– Sell
-474
Closed -$21K – 115
2022
Q3 		$21K Buy
474
+100
+27% +$4.86K 0.01% 108
2022
Q2 		$20K Sell
374
-285
-43% -$14.5K 0.01% 62
2022
Q1 		$34K Buy
659
+509
+339% +$26.4K 0.01% 88
2021
Q4 		$8K Buy
+150
New +$7.43K ﹤0.01% 158

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advanced Research Investment Solutions's PFE Position: Q4 2022 in Review

Advanced Research Investment Solutions sold out of Pfizer (PFE) in Q4 2022, closing a stake of 474 shares — an estimated $21K sold.

Advanced Research Investment Solutions first reported a position in PFE in Q4 2021 and held it in 4 quarters. The position peaked at $34K in Q1 2022. 3,265 funds tracked by Wall St. Rank hold PFE as of Q4 2022.

  • Advanced Research Investment Solutions reported no remaining Pfizer position as of Q4 2022 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 474 Pfizer shares in Q4 2022, an estimated $21K.
  • Advanced Research Investment Solutions first reported a position in Pfizer in Q4 2021 and held it in 4 quarters.
  • Advanced Research Investment Solutions's Pfizer position peaked at $34K in Q1 2022.
  • 3,265 funds tracked by Wall St. Rank held Pfizer as of Q4 2022.

Based on Advanced Research Investment Solutions's 13F filing for Q4 2022, filed 10 Feb 2023.