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Cardinal Point Wealth Management Partners’s Pfizer PFE Stock Holding History

Cardinal Point Wealth Management Partners’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
-4,000
Closed -$210K – 52
2022
Q2 		$210K Hold
4,000
– – 0.1% 47
2022
Q1 		$207K Hold
4,000
– – 0.09% 48
2021
Q4 		$236K Buy
+4,000
New +$198K 0.1% 43

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Wellington Management Group
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Morgan Stanley
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Charles Schwab
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Northern Trust
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Bank of America
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Cardinal Point Wealth Management Partners's PFE Position: Q3 2022 in Review

Cardinal Point Wealth Management Partners sold out of Pfizer (PFE) in Q3 2022, closing a stake of 4,000 shares — an estimated $210K sold.

Cardinal Point Wealth Management Partners first reported a position in PFE in Q4 2021 and held it in 3 quarters. The position peaked at $236K in Q4 2021. 3,085 funds tracked by Wall St. Rank hold PFE as of Q3 2022.

  • Cardinal Point Wealth Management Partners reported no remaining Pfizer position as of Q3 2022 after selling out during the quarter.
  • Cardinal Point Wealth Management Partners sold 4,000 Pfizer shares in Q3 2022, an estimated $210K.
  • Cardinal Point Wealth Management Partners first reported a position in Pfizer in Q4 2021 and held it in 3 quarters.
  • Cardinal Point Wealth Management Partners's Pfizer position peaked at $236K in Q4 2021.
  • 3,085 funds tracked by Wall St. Rank held Pfizer as of Q3 2022.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q3 2022, filed 3 Nov 2022.