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Bickling Financial Services’s Pfizer PFE Stock Holding History

Bickling Financial Services’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
Q4 		$308K Buy
6,013
+32
+0.5% +$1.53K 0.19% 85
2022
Q3 		$262K Buy
5,981
+33
+0.6% +$1.6K 0.18% 91
2022
Q2 		$312K Buy
5,948
+30
+0.5% +$1.53K 0.2% 87
2022
Q1 		$306K Buy
5,918
+239
+4% +$12.4K 0.16% 99
2021
Q4 		$335K Buy
5,679
+227
+4% +$11.2K 0.16% 95
2021
Q3 		$235K Buy
5,452
+29
+0.5% +$1.28K 0.12% 108
2021
Q2 		$212K Buy
+5,423
New +$211K 0.1% 126

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bickling Financial Services's PFE Position: Q4 2022 in Review

Bickling Financial Services increased its Pfizer (PFE) stake by 0.54% in Q4 2022, buying an estimated $1.53K and bringing the position to 6,013 shares worth $308K. The position accounts for 0.19% of the portfolio, ranked #85.

Bickling Financial Services first reported a position in PFE in Q2 2021 and has held it in 7 quarters since. The position peaked at $335K in Q4 2021. 3,266 funds tracked by Wall St. Rank hold PFE as of Q4 2022.

  • Bickling Financial Services held 6,013 shares of Pfizer worth $308K as of Q4 2022.
  • Bickling Financial Services bought 32 Pfizer shares in Q4 2022, an estimated $1.53K.
  • Pfizer made up 0.19% of Bickling Financial Services's portfolio in Q4 2022, its #85 holding.
  • Bickling Financial Services first reported a position in Pfizer in Q2 2021 and has held it in 7 quarters since.
  • Bickling Financial Services's Pfizer position peaked at $335K in Q4 2021.
  • 3,266 funds tracked by Wall St. Rank held Pfizer as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.