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Align Wealth Management’s Pfizer PFE Stock Holding History

Align 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 		$45.3K Buy
+1,035
New +$49.6K 0.04% 64

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Align Wealth Management opened a new position in Pfizer (PFE) in Q4 2022: 1,035 shares worth $45.3K. The stake represents 0.04% of the portfolio and ranks #64 among its holdings.

3,268 funds tracked by Wall St. Rank hold PFE as of Q4 2022.

  • Align Wealth Management held 1,035 shares of Pfizer worth $45.3K as of Q4 2022.
  • Pfizer was a new Align Wealth Management position in Q4 2022.
  • Pfizer made up 0.04% of Align Wealth Management's portfolio in Q4 2022, its #64 holding.
  • 3,268 funds tracked by Wall St. Rank held Pfizer as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.