AWM
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Aevitas Wealth Management’s Pfizer PFE Stock Holding History

Aevitas 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
Q4 		$313K Buy
6,112
+11
+0.2% +$527 0.19% 93
2022
Q3 		$267K Buy
6,101
+27
+0.4% +$1.31K 0.2% 96
2022
Q2 		$318K Buy
6,074
+1,016
+20% +$51.8K 0.22% 90
2022
Q1 		$262K Buy
5,058
+292
+6% +$15.2K 0.16% 105
2021
Q4 		$281K Buy
+4,766
New +$236K 0.17% 108
2021
Q1 		– Sell
-12,585
Closed -$463K – 124
2020
Q4 		$463K Sell
12,585
-5,492
-30% -$201K 0.34% 69
2020
Q3 		$629K Buy
18,077
+1,302
+8% +$45.6K 0.52% 54
2020
Q2 		$520K Buy
16,775
+283
+2% +$9.61K 0.48% 58
2020
Q1 		$511K Buy
16,492
+244
+2% +$8.31K 0.57% 51
2019
Q4 		$604K Buy
16,248
+695
+4% +$24.8K 0.57% 52
2019
Q3 		$530K Sell
15,553
-598
-4% -$21.7K 0.53% 57
2019
Q2 		$664K Buy
16,151
+176
+1% +$6.99K 0.67% 44
2019
Q1 		$643K Buy
15,975
+2,415
+18% +$96.7K 0.57% 49
2018
Q4 		$562K Buy
13,560
+1,457
+12% +$60.5K 0.57% 51
2018
Q3 		$506K Buy
12,103
+1,798
+17% +$69.2K 0.46% 61
2018
Q2 		$355K Buy
10,305
+1,600
+18% +$54.7K 0.35% 72
2018
Q1 		$293K Buy
8,705
+488
+6% +$16.8K 0.29% 82
2017
Q4 		$282K Buy
+8,217
New +$280K 0.27% 85

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

Aevitas Wealth Management's PFE Position: Q4 2022 in Review

Aevitas Wealth Management increased its Pfizer (PFE) stake by 0.18% in Q4 2022, buying an estimated $527 and bringing the position to 6,112 shares worth $313K. The position accounts for 0.19% of the portfolio, ranked #93.

Aevitas Wealth Management first reported a position in PFE in Q4 2017 and has held it in 18 quarters since. The position peaked at $664K in Q2 2019. 3,265 funds tracked by Wall St. Rank hold PFE as of Q4 2022.

  • Aevitas Wealth Management held 6,112 shares of Pfizer worth $313K as of Q4 2022.
  • Aevitas Wealth Management bought 11 Pfizer shares in Q4 2022, an estimated $527.
  • Pfizer made up 0.19% of Aevitas Wealth Management's portfolio in Q4 2022, its #93 holding.
  • Aevitas Wealth Management first reported a position in Pfizer in Q4 2017 and has held it in 18 quarters since.
  • Aevitas Wealth Management's Pfizer position peaked at $664K in Q2 2019.
  • 3,265 funds tracked by Wall St. Rank held Pfizer as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.