Bernardo Wealth Planning’s Pfizer PFE Stock Holding History

Bernardo Wealth Planning’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	-7,291	Closed	-$267K	–	91
2023 Q2	$267K	Buy	7,291 +85	+1%	+$3.31K	0.11%	68
2023 Q1	$294K	Buy	7,206 +105	+1%	+$4.54K	0.13%	69
2022 Q4	$364K	Buy	7,101 +62	+0.9%	+$2.97K	0.17%	59
2022 Q3	$316K	Sell	7,039 -1,416	-17%	-$68.8K	0.18%	61
2022 Q2	$443K	Sell	8,455 -42	-0.5%	-$2.14K	0.25%	50
2022 Q1	$439K	Buy	8,497 +3,833	+82%	+$199K	0.22%	53
2021 Q4	$275K	Buy	+4,664	New	+$231K	0.13%	67
2021 Q1	–	Sell	-18,593	Closed	-$684K	–	127
2020 Q4	$684K	Sell	18,593 -196	-1%	-$7.19K	0.26%	78
2020 Q3	$654K	Sell	18,789 -204	-1%	-$7.15K	0.29%	72
2020 Q2	$589K	Sell	18,993 -363	-2%	-$12.3K	0.32%	63
2020 Q1	$599K	Sell	19,356 -90	-0.5%	-$3.07K	0.42%	61
2019 Q4	$722K	Buy	19,446 +97	+0.5%	+$3.46K	0.44%	50
2019 Q3	$659K	Buy	19,349 +434	+2%	+$15.8K	0.48%	47
2019 Q2	$777K	Buy	18,915 +235	+1%	+$9.33K	0.61%	39
2019 Q1	$753K	Buy	18,680 +2,175	+13%	+$87.1K	0.6%	43
2018 Q4	$684K	Buy	+16,505	New	+$685K	0.6%	41

Other funds holding PFE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bernardo Wealth Planning's PFE Position: Q3 2023 in Review

Bernardo Wealth Planning sold out of Pfizer (PFE) in Q3 2023, closing a stake of 7,291 shares — an estimated $267K sold.

Bernardo Wealth Planning first reported a position in PFE in Q4 2018 and held it in 16 quarters. The position peaked at $777K in Q2 2019. 2,928 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

Bernardo Wealth Planning reported no remaining Pfizer position as of Q3 2023 after selling out during the quarter.
Bernardo Wealth Planning sold 7,291 Pfizer shares in Q3 2023, an estimated $267K.
Bernardo Wealth Planning first reported a position in Pfizer in Q4 2018 and held it in 16 quarters.
Bernardo Wealth Planning's Pfizer position peaked at $777K in Q2 2019.
2,928 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on Bernardo Wealth Planning's 13F filing for Q3 2023, filed 30 Oct 2023.