Avondale Wealth Management’s Pfizer PFE Stock Holding History

Avondale 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 Q2	–	Sell	-500	Closed	-$26K	–	132
2022 Q1	$26K	Hold	500	–	–	0.03%	84
2021 Q4	$30K	Hold	500	–	–	0.03%	79
2021 Q3	$22K	Hold	500	–	–	0.02%	93
2021 Q2	$20K	Hold	500	–	–	0.02%	92
2021 Q1	$18K	Sell	500 -1,210	-71%	-$43K	0.02%	87
2020 Q4	$63K	Buy	1,710 +949	+125%	+$34.8K	0.07%	46
2020 Q3	$26K	Hold	761	–	–	0.04%	66
2020 Q2	$24K	Hold	761	–	–	0.03%	62
2020 Q1	$24K	Hold	761	–	–	0.04%	63
2019 Q4	$28K	Hold	761	–	–	0.04%	61
2019 Q3	$26K	Hold	761	–	–	0.04%	63
2019 Q2	$31K	Sell	761 -1,054	-58%	-$41.9K	0.02%	64
2019 Q1	$73K	Hold	1,815	–	–	0.06%	37
2018 Q4	$75K	Hold	1,815	–	–	0.06%	32
2018 Q3	$76K	Hold	1,815	–	–	0.07%	29
2018 Q2	$62K	Hold	1,815	–	–	0.05%	30
2018 Q1	$61K	Hold	1,815	–	–	0.05%	31
2017 Q4	$62K	Buy	+1,815	New	+$61.9K	0.05%	32

Other funds holding PFE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Avondale Wealth Management's PFE Position: Q2 2022 in Review

Avondale Wealth Management sold out of Pfizer (PFE) in Q2 2022, closing a stake of 500 shares — an estimated $26K sold.

Avondale Wealth Management first reported a position in PFE in Q4 2017 and held it in 18 quarters. The position peaked at $76K in Q3 2018. 3,157 funds tracked by Wall St. Rank hold PFE as of Q2 2022.

Avondale Wealth Management reported no remaining Pfizer position as of Q2 2022 after selling out during the quarter.
Avondale Wealth Management sold 500 Pfizer shares in Q2 2022, an estimated $26K.
Avondale Wealth Management first reported a position in Pfizer in Q4 2017 and held it in 18 quarters.
Avondale Wealth Management's Pfizer position peaked at $76K in Q3 2018.
3,157 funds tracked by Wall St. Rank held Pfizer as of Q2 2022.

Based on Avondale Wealth Management's 13F filing for Q2 2022, filed 11 Jul 2022.