Better Money Decisions’s Pfizer PFE Stock Holding History

Better Money Decisions’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 Q3	–	Sell	-3,018	Closed	-$158K	–	325
2022 Q2	$158K	Buy	+3,018	New	+$154K	0.13%	65
2021 Q4	–	Sell	-4,208	Closed	-$181K	–	425
2021 Q3	$181K	Sell	4,208 -636	-13%	-$28.2K	0.15%	74
2021 Q2	$190K	Buy	4,844 +43	+0.9%	+$1.67K	0.17%	68
2021 Q1	$174K	Buy	+4,801	New	+$170K	0.18%	60

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Better Money Decisions's PFE Position: Q3 2022 in Review

Better Money Decisions sold out of Pfizer (PFE) in Q3 2022, closing a stake of 3,018 shares — an estimated $158K sold.

Better Money Decisions first reported a position in PFE in Q1 2021 and held it in 4 quarters. The position peaked at $190K in Q2 2021. 3,086 funds tracked by Wall St. Rank hold PFE as of Q3 2022.

Better Money Decisions reported no remaining Pfizer position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 3,018 Pfizer shares in Q3 2022, an estimated $158K.
Better Money Decisions first reported a position in Pfizer in Q1 2021 and held it in 4 quarters.
Better Money Decisions's Pfizer position peaked at $190K in Q2 2021.
3,086 funds tracked by Wall St. Rank held Pfizer as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.