BDO Wealth Advisors’s Pfizer PFE Stock Holding History

BDO Wealth 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 Q2	$2.68M	Buy	73,137 +4,464	+7%	+$174K	0.31%	72
2023 Q1	$2.8M	Sell	68,673 -2,953	-4%	-$128K	0.34%	62
2022 Q4	$3.67M	Buy	71,626 +3,297	+5%	+$158K	0.46%	38
2022 Q3	$2.99M	Sell	68,329 -1,179	-2%	-$57.3K	0.4%	49
2022 Q2	$3.64M	Sell	69,508 -231	-0.3%	-$11.8K	0.45%	41
2022 Q1	$3.61M	Buy	69,739 +2,164	+3%	+$112K	0.39%	48
2021 Q4	$3.99M	Buy	67,575 +456	+0.7%	+$22.6K	0.42%	48
2021 Q3	$2.89M	Buy	67,119 +3,449	+5%	+$153K	0.32%	59
2021 Q2	$2.49M	Buy	63,670 +3,276	+5%	+$127K	0.28%	68
2021 Q1	$2.19M	Buy	60,394 +2,906	+5%	+$103K	0.26%	73
2020 Q4	$2.12M	Sell	57,488 -2,793	-5%	-$102K	0.3%	62
2020 Q3	$2.1M	Buy	60,281 +1,556	+3%	+$54.6K	0.34%	60
2020 Q2	$1.82M	Buy	58,725 +2,477	+4%	+$84.2K	0.32%	60
2020 Q1	$1.74M	Buy	56,248 +12,232	+28%	+$417K	0.35%	56
2019 Q4	$1.64M	Sell	44,016 -5,405	-11%	-$193K	0.42%	52
2019 Q3	$1.69M	Buy	49,421 +1,202	+2%	+$43.7K	0.43%	46
2019 Q2	$1.98M	Buy	48,219 +93	+0.2%	+$3.69K	0.54%	42
2019 Q1	$1.94M	Sell	48,126 -703	-1%	-$28.2K	0.56%	40
2018 Q4	$2.02M	Sell	48,829 -664	-1%	-$27.6K	0.7%	32
2018 Q3	$2.07M	Buy	49,493 +15,166	+44%	+$584K	0.67%	31
2018 Q2	$1.18M	Buy	34,327 +8,861	+35%	+$303K	0.4%	50
2018 Q1	$857K	Buy	25,466 +261	+1%	+$8.97K	0.32%	60
2017 Q4	$866K	Buy	25,205 +496	+2%	+$16.9K	0.39%	51
2017 Q3	$837K	Sell	24,709 -739	-3%	-$23.8K	0.42%	45
2017 Q2	$811K	Buy	+25,448	New	+$803K	0.35%	52

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

BDO Wealth Advisors's PFE Position: Q2 2023 in Review

BDO Wealth Advisors increased its Pfizer (PFE) stake by 6.5% in Q2 2023, buying an estimated $174K and bringing the position to 73,137 shares worth $2.68M. The position accounts for 0.31% of the portfolio, ranked #72.

BDO Wealth Advisors first reported a position in PFE in Q2 2017 and has held it in 25 quarters since. The position peaked at $3.99M in Q4 2021. 3,041 funds tracked by Wall St. Rank hold PFE as of Q2 2023.

BDO Wealth Advisors held 73,137 shares of Pfizer worth $2.68M as of Q2 2023.
BDO Wealth Advisors bought 4,464 Pfizer shares in Q2 2023, an estimated $174K.
Pfizer made up 0.31% of BDO Wealth Advisors's portfolio in Q2 2023, its #72 holding.
BDO Wealth Advisors first reported a position in Pfizer in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's Pfizer position peaked at $3.99M in Q4 2021.
3,041 funds tracked by Wall St. Rank held Pfizer as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.