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American Portfolios Advisors’s Pfizer PFE Stock Holding History

American Portfolios 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
2022
Q3 		$4.54M Sell
103,798
-6,214
-6% -$302K 0.19% 105
2022
Q2 		$5.77M Sell
110,012
-1,632
-1% -$83.2K 0.24% 80
2022
Q1 		$5.78M Buy
111,644
+2,687
+2% +$139K 0.2% 93
2021
Q4 		$6.43M Buy
108,957
+8,826
+9% +$437K 0.22% 87
2021
Q3 		$4.31M Buy
100,131
+7,163
+8% +$317K 0.16% 118
2021
Q2 		$3.64M Buy
92,968
+1,620
+2% +$63K 0.14% 138
2021
Q1 		$3.31M Buy
91,348
+1,727
+2% +$61.3K 0.14% 138
2020
Q4 		$3.3M Sell
89,621
-1,902
-2% -$69.8K 0.17% 116
2020
Q3 		$3.19M Buy
91,523
+4,013
+5% +$141K 0.18% 111
2020
Q2 		$2.71M Buy
87,510
+3,764
+4% +$128K 0.18% 122
2020
Q1 		$2.59M Buy
83,746
+938
+1% +$32K 0.22% 105
2019
Q4 		$3.08M Sell
82,808
-10,597
-11% -$377K 0.22% 106
2019
Q3 		$3.18M Sell
93,405
-15,601
-14% -$567K 0.26% 84
2019
Q2 		$4.48M Buy
109,006
+6,418
+6% +$255K 0.38% 55
2019
Q1 		$4.13M Sell
102,588
-5,946
-5% -$238K 0.39% 56
2018
Q4 		$4.49M Buy
108,534
+5,523
+5% +$229K 0.56% 36
2018
Q3 		$4.31M Buy
103,011
+6,706
+7% +$258K 0.5% 40
2018
Q2 		$3.31M Buy
96,305
+5,422
+6% +$185K 0.45% 46
2018
Q1 		$3.06M Sell
90,883
-1,923
-2% -$66.1K 0.46% 45
2017
Q4 		$3.19M Buy
+92,806
New +$3.16M 0.5% 35

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Portfolios Advisors's PFE Position: Q3 2022 in Review

American Portfolios Advisors reduced its Pfizer (PFE) stake by 5.6% in Q3 2022, selling an estimated $302K and leaving 103,798 shares worth $4.54M. The position accounts for 0.19% of the portfolio, ranked #105.

American Portfolios Advisors first reported a position in PFE in Q4 2017 and has held it in 20 quarters since. The position peaked at $6.43M in Q4 2021. 3,085 funds tracked by Wall St. Rank hold PFE as of Q3 2022.

  • American Portfolios Advisors held 103,798 shares of Pfizer worth $4.54M as of Q3 2022.
  • American Portfolios Advisors sold 6,214 Pfizer shares in Q3 2022, an estimated $302K.
  • Pfizer made up 0.19% of American Portfolios Advisors's portfolio in Q3 2022, its #105 holding.
  • American Portfolios Advisors first reported a position in Pfizer in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Pfizer position peaked at $6.43M in Q4 2021.
  • 3,085 funds tracked by Wall St. Rank held Pfizer as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.