Affinity Wealth Management’s Pfizer PFE Stock Holding History

Affinity 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	–	Sell	-9,471	Closed	-$511K	–	115
2021 Q4	$511K	Buy	9,471 +1,662	+21%	+$82.3K	0.11%	65
2021 Q3	$332K	Buy	+7,809	New	+$346K	0.07%	85
2020 Q1	–	Sell	-8,034	Closed	-$299K	–	88
2019 Q4	$299K	Sell	8,034 -203	-2%	-$7.23K	0.11%	74
2019 Q3	$281K	Sell	8,237 -1,257	-13%	-$45.7K	0.11%	73
2019 Q2	$390K	Sell	9,494 -332	-3%	-$13.2K	0.15%	71
2019 Q1	$396K	Hold	9,826	–	–	0.16%	71
2018 Q4	$407K	Buy	+9,826	New	+$408K	0.25%	62
2017 Q3	$226K	Sell	6,664 -33	-0.5%	-$1.06K	0.14%	62
2017 Q2	$213K	Buy	+6,697	New	+$211K	0.14%	63

Other funds holding PFE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Affinity Wealth Management's PFE Position: Q1 2022 in Review

Affinity Wealth Management sold out of Pfizer (PFE) in Q1 2022, closing a stake of 9,471 shares — an estimated $511K sold.

Affinity Wealth Management first reported a position in PFE in Q2 2017 and held it in 9 quarters. The position peaked at $511K in Q4 2021. 3,195 funds tracked by Wall St. Rank hold PFE as of Q1 2022.

Affinity Wealth Management reported no remaining Pfizer position as of Q1 2022 after selling out during the quarter.
Affinity Wealth Management sold 9,471 Pfizer shares in Q1 2022, an estimated $511K.
Affinity Wealth Management first reported a position in Pfizer in Q2 2017 and held it in 9 quarters.
Affinity Wealth Management's Pfizer position peaked at $511K in Q4 2021.
3,195 funds tracked by Wall St. Rank held Pfizer as of Q1 2022.

Based on Affinity Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.