Aire Advisors’s Pfizer PFE Stock Holding History

Aire Advisors’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	-6,373	Closed	-$324K	–	146
2022 Q4	$324K	Sell	6,373 -2,019	-24%	-$96.8K	0.1%	100
2022 Q3	$367K	Sell	8,392 -1,594	-16%	-$77.5K	0.13%	91
2022 Q2	$528K	Buy	9,986 +2,728	+38%	+$139K	0.19%	70
2022 Q1	$376K	Buy	7,258 +915	+14%	+$47.5K	0.13%	94
2021 Q4	$375K	Buy	+6,343	New	+$314K	0.16%	80

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 $3.37T AUM 44.26% 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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Aire Advisors's PFE Position: Q1 2023 in Review

Aire Advisors sold out of Pfizer (PFE) in Q1 2023, closing a stake of 6,373 shares — an estimated $324K sold.

Aire Advisors first reported a position in PFE in Q4 2021 and held it in 5 quarters. The position peaked at $528K in Q2 2022. 3,105 funds tracked by Wall St. Rank hold PFE as of Q1 2023.

Aire Advisors reported no remaining Pfizer position as of Q1 2023 after selling out during the quarter.
Aire Advisors sold 6,373 Pfizer shares in Q1 2023, an estimated $324K.
Aire Advisors first reported a position in Pfizer in Q4 2021 and held it in 5 quarters.
Aire Advisors's Pfizer position peaked at $528K in Q2 2022.
3,105 funds tracked by Wall St. Rank held Pfizer as of Q1 2023.

Based on Aire Advisors's 13F filing for Q1 2023, filed 15 May 2023.