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Advocacy Wealth Management Services’s Pfizer PFE Stock Holding History

Advocacy Wealth Management Services’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
-39
Closed -$2K – 105
2022
Q3 		$2K Hold
39
– – ﹤0.01% 116
2022
Q2 		$2K Hold
39
– – ﹤0.01% 124
2022
Q1 		$2K Hold
39
– – ﹤0.01% 153
2021
Q4 		$2K Hold
39
– – ﹤0.01% 151
2021
Q3 		$2K Hold
39
– – ﹤0.01% 147
2021
Q2 		$2K Buy
+39
New +$1.52K ﹤0.01% 164
2020
Q2 		– Sell
-814
Closed -$25K – 137
2020
Q1 		$25K Buy
814
+201
+33% +$6.85K 0.01% 64
2019
Q4 		$23K Sell
613
-15
-2% -$534 0.01% 91
2019
Q3 		$21K Hold
628
– – 0.01% 92
2019
Q2 		$26K Hold
628
– – 0.02% 83
2019
Q1 		$26K Sell
628
-208
-25% -$8.33K 0.03% 68
2018
Q4 		$35K Buy
836
+272
+48% +$11.3K 0.03% 48
2018
Q3 		$24K Hold
564
– – 0.01% 77
2018
Q2 		$19K Hold
564
– – 0.01% 92
2018
Q1 		$19K Buy
564
+131
+30% +$4.5K 0.01% 95
2017
Q4 		$15K Buy
433
+73
+20% +$2.49K 0.01% 129
2017
Q3 		$12K Buy
+360
New +$11.6K ﹤0.01% 176
2017
Q1 		– Sell
-32
Closed -$1K – 335
2016
Q4 		$1K Sell
32
-2,372
-99% -$72.4K ﹤0.01% 300
2016
Q3 		$77K Sell
2,404
-676
-22% -$22.6K 0.03% 87
2016
Q2 		$103K Sell
3,080
-1,434
-32% -$45.8K 0.05% 97
2016
Q1 		$127K Buy
4,514
+164
+4% +$4.68K 0.09% 114
2015
Q4 		$133K Buy
+4,350
New +$137K 0.15% 103
2013
Q3 		$83K Buy
2,889
+1,748
+153% +$47.6K 0.23% 78
2013
Q2 		$30K Buy
+1,141
New +$31.5K 0.12% 111

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

Advocacy Wealth Management Services's PFE Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of Pfizer (PFE) in Q4 2022, closing a stake of 39 shares — an estimated $2K sold.

Advocacy Wealth Management Services first reported a position in PFE in Q2 2013 and held it in 24 quarters. The position peaked at $133K in Q4 2015. 3,265 funds tracked by Wall St. Rank hold PFE as of Q4 2022.

  • Advocacy Wealth Management Services reported no remaining Pfizer position as of Q4 2022 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 39 Pfizer shares in Q4 2022, an estimated $2K.
  • Advocacy Wealth Management Services first reported a position in Pfizer in Q2 2013 and held it in 24 quarters.
  • Advocacy Wealth Management Services's Pfizer position peaked at $133K in Q4 2015.
  • 3,265 funds tracked by Wall St. Rank held Pfizer as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.