Benchmark Investment Advisors’s Pfizer PFE Stock Holding History

Benchmark 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	-10,204	Closed	-$374K	–	90
2023 Q2	$374K	Sell	10,204 -19,536	-66%	-$760K	0.35%	65
2023 Q1	$1.21M	Sell	29,740 -670	-2%	-$28.9K	1.25%	27
2022 Q4	$1.56M	Sell	30,410 -13,510	-31%	-$648K	1.65%	21
2022 Q3	$1.92M	Buy	43,920 +32,387	+281%	+$1.57M	2.07%	15
2022 Q2	$605K	Buy	11,533 +3,429	+42%	+$175K	0.63%	52
2022 Q1	$420K	Buy	+8,104	New	+$420K	0.32%	82

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

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

Benchmark Investment Advisors sold out of Pfizer (PFE) in Q3 2023, closing a stake of 10,204 shares — an estimated $374K sold.

Benchmark Investment Advisors first reported a position in PFE in Q1 2022 and held it in 6 quarters. The position peaked at $1.92M in Q3 2022. 2,926 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

Benchmark Investment Advisors reported no remaining Pfizer position as of Q3 2023 after selling out during the quarter.
Benchmark Investment Advisors sold 10,204 Pfizer shares in Q3 2023, an estimated $374K.
Benchmark Investment Advisors first reported a position in Pfizer in Q1 2022 and held it in 6 quarters.
Benchmark Investment Advisors's Pfizer position peaked at $1.92M in Q3 2022.
2,926 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on Benchmark Investment Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.