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BCR Wealth Strategies’s Pfizer PFE Stock Holding History

BCR Wealth Strategies’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
-25
Closed -$1K – 73
2022
Q3 		$1K Hold
25
– – ﹤0.01% 91
2022
Q2 		$1K Hold
25
– – ﹤0.01% 95
2022
Q1 		$1K Hold
25
– – ﹤0.01% 101
2021
Q4 		$1K Buy
+25
New +$1.24K ﹤0.01% 108

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

BCR Wealth Strategies's PFE Position: Q4 2022 in Review

BCR Wealth Strategies sold out of Pfizer (PFE) in Q4 2022, closing a stake of 25 shares — an estimated $1K sold.

BCR Wealth Strategies first reported a position in PFE in Q4 2021 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 3,265 funds tracked by Wall St. Rank hold PFE as of Q4 2022.

  • BCR Wealth Strategies reported no remaining Pfizer position as of Q4 2022 after selling out during the quarter.
  • BCR Wealth Strategies sold 25 Pfizer shares in Q4 2022, an estimated $1K.
  • BCR Wealth Strategies first reported a position in Pfizer in Q4 2021 and held it in 4 quarters.
  • BCR Wealth Strategies's Pfizer position peaked at $1K in Q3 2022.
  • 3,265 funds tracked by Wall St. Rank held Pfizer as of Q4 2022.

Based on BCR Wealth Strategies's 13F filing for Q4 2022, filed 30 Jan 2023.