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Arbor Investment Advisors’s Pfizer PFE Stock Holding History

Arbor Investment 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
Q3 		– Sell
-7,650
Closed -$281K – 106
2023
Q2 		$281K Hold
7,650
– – 0.05% 80
2023
Q1 		$312K Hold
7,650
– – 0.06% 75
2022
Q4 		$392K Buy
+7,650
New +$367K 0.08% 65

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Arbor Investment Advisors's PFE Position: Q3 2023 in Review

Arbor Investment Advisors sold out of Pfizer (PFE) in Q3 2023, closing a stake of 7,650 shares — an estimated $281K sold.

Arbor Investment Advisors first reported a position in PFE in Q4 2022 and held it in 3 quarters. The position peaked at $392K in Q4 2022. 2,926 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

  • Arbor Investment Advisors reported no remaining Pfizer position as of Q3 2023 after selling out during the quarter.
  • Arbor Investment Advisors sold 7,650 Pfizer shares in Q3 2023, an estimated $281K.
  • Arbor Investment Advisors first reported a position in Pfizer in Q4 2022 and held it in 3 quarters.
  • Arbor Investment Advisors's Pfizer position peaked at $392K in Q4 2022.
  • 2,926 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on Arbor Investment Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.