Axim Planning & Wealth’s Pfizer PFE Stock Holding History

Axim Planning & Wealth’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	–	Sell	-5	Closed	–	–	131
2022 Q3	$0	Hold	5	–	–	﹤0.01%	167
2022 Q2	$0	Buy	+5	New	+$255	﹤0.01%	151

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

Axim Planning & Wealth's PFE Position: Q4 2022 in Review

Axim Planning & Wealth sold out of Pfizer (PFE) in Q4 2022, closing a stake of 5 shares.

Axim Planning & Wealth first reported a position in PFE in Q2 2022 and held it in 2 quarters. The position peaked at $0 in Q3 2022. 3,266 funds tracked by Wall St. Rank hold PFE as of Q4 2022.

Axim Planning & Wealth reported no remaining Pfizer position as of Q4 2022 after selling out during the quarter.
Axim Planning & Wealth sold 5 Pfizer shares in Q4 2022.
Axim Planning & Wealth first reported a position in Pfizer in Q2 2022 and held it in 2 quarters.
Axim Planning & Wealth's Pfizer position peaked at $0 in Q3 2022.
3,266 funds tracked by Wall St. Rank held Pfizer as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.