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Bluesphere Advisors’s Pfizer PFE Stock Holding History

Bluesphere 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
2022
Q3 		– Sell
-4,182
Closed -$219K – 79
2022
Q2 		$219K Sell
4,182
-310
-7% -$15.8K 0.21% 76
2022
Q1 		$233K Hold
4,492
– – 0.2% 85
2021
Q4 		$265K Buy
+4,492
New +$223K 0.22% 77
2021
Q3 		– Sell
-5,812
Closed -$228K – 90
2021
Q2 		$228K Sell
5,812
-75
-1% -$2.92K 0.2% 82
2021
Q1 		$213K Buy
5,887
+94
+2% +$3.34K 0.19% 89
2020
Q4 		$213K Buy
+5,793
New +$212K 0.23% 79

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

Bluesphere Advisors's PFE Position: Q3 2022 in Review

Bluesphere Advisors sold out of Pfizer (PFE) in Q3 2022, closing a stake of 4,182 shares — an estimated $219K sold.

Bluesphere Advisors first reported a position in PFE in Q4 2020 and held it in 6 quarters. The position peaked at $265K in Q4 2021. 3,085 funds tracked by Wall St. Rank hold PFE as of Q3 2022.

  • Bluesphere Advisors reported no remaining Pfizer position as of Q3 2022 after selling out during the quarter.
  • Bluesphere Advisors sold 4,182 Pfizer shares in Q3 2022, an estimated $219K.
  • Bluesphere Advisors first reported a position in Pfizer in Q4 2020 and held it in 6 quarters.
  • Bluesphere Advisors's Pfizer position peaked at $265K in Q4 2021.
  • 3,085 funds tracked by Wall St. Rank held Pfizer as of Q3 2022.

Based on Bluesphere Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.