BIA
PFE icon

BHK Investment Advisors’s Pfizer PFE Stock Holding History

BHK 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
Q1 		– Sell
-7,790
Closed -$399K – 65
2022
Q4 		$399K Sell
7,790
-1,548
-17% -$74.2K 0.22% 39
2022
Q3 		$409K Sell
9,338
-1,290
-12% -$62.7K 0.21% 40
2022
Q2 		$557K Buy
10,628
+619
+6% +$31.5K 0.25% 32
2022
Q1 		$518K Buy
10,009
+4
+0% +$208 0.22% 33
2021
Q4 		$591K Buy
10,005
+4
+0% +$198 0.23% 32
2021
Q3 		$430K Sell
10,001
-106
-1% -$4.7K 0.18% 40
2021
Q2 		$396K Hold
10,107
– – 0.16% 44
2021
Q1 		$372K Buy
10,107
+83
+0.8% +$2.95K 0.17% 43
2020
Q4 		$369K Buy
10,024
+95
+1% +$3.48K 0.17% 42
2020
Q3 		$346K Buy
9,929
+448
+5% +$15.7K 0.19% 39
2020
Q2 		$294K Buy
9,481
+1,421
+18% +$48.3K 0.17% 44
2020
Q1 		$250K Sell
8,060
-10,237
-56% -$349K 0.18% 43
2019
Q4 		$680K Sell
18,297
-2,148
-11% -$76.5K 0.39% 29
2019
Q3 		$697K Buy
20,445
+364
+2% +$13.2K 0.4% 40
2019
Q2 		$825K Sell
20,081
-855
-4% -$34K 0.47% 36
2019
Q1 		$844K Buy
20,936
+10,942
+109% +$438K 0.51% 32
2018
Q4 		$414K Buy
9,994
+1,222
+14% +$50.7K 0.31% 40
2018
Q3 		$367K Buy
8,772
+1,506
+21% +$58K 0.25% 49
2018
Q2 		$250K Sell
7,266
-343
-5% -$11.7K 0.17% 63
2018
Q1 		$256K Sell
7,609
-380
-5% -$13.1K 0.19% 55
2017
Q4 		$275K Buy
+7,989
New +$272K 0.23% 42

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BHK Investment Advisors's PFE Position: Q1 2023 in Review

BHK Investment Advisors sold out of Pfizer (PFE) in Q1 2023, closing a stake of 7,790 shares — an estimated $399K sold.

BHK Investment Advisors first reported a position in PFE in Q4 2017 and held it in 21 quarters. The position peaked at $844K in Q1 2019. 3,103 funds tracked by Wall St. Rank hold PFE as of Q1 2023.

  • BHK Investment Advisors reported no remaining Pfizer position as of Q1 2023 after selling out during the quarter.
  • BHK Investment Advisors sold 7,790 Pfizer shares in Q1 2023, an estimated $399K.
  • BHK Investment Advisors first reported a position in Pfizer in Q4 2017 and held it in 21 quarters.
  • BHK Investment Advisors's Pfizer position peaked at $844K in Q1 2019.
  • 3,103 funds tracked by Wall St. Rank held Pfizer as of Q1 2023.

Based on BHK Investment Advisors's 13F filing for Q1 2023, filed 9 May 2023.