Cardinal Strategic Wealth Guidance’s Pfizer PFE Stock Holding History

Cardinal Strategic Wealth Guidance’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
2024 Q1	–	Sell	-9,127	Closed	-$263K	–	65
2023 Q4	$263K	Sell	9,127 -3,105	-25%	-$93.9K	0.1%	56
2023 Q3	$406K	Sell	12,232 -44	-0.4%	-$1.56K	0.19%	44
2023 Q2	$449K	Sell	12,276 -800	-6%	-$31.1K	0.2%	42
2023 Q1	$532K	Sell	13,076 -2,556	-16%	-$110K	0.25%	38
2022 Q4	$801K	Sell	15,632 -111	-0.7%	-$5.32K	0.39%	35
2022 Q3	$690K	Hold	15,743	–	–	0.37%	31
2022 Q2	$821K	Sell	15,743 -175	-1%	-$8.92K	0.42%	30
2022 Q1	$826K	Sell	15,918 -180	-1%	-$9.34K	0.38%	32
2021 Q4	$949K	Hold	16,098	–	–	0.44%	36
2021 Q3	$692K	Sell	16,098 -590	-4%	-$26.1K	0.36%	43
2021 Q2	$653K	Sell	16,688 -700	-4%	-$27.2K	0.34%	43
2021 Q1	$630K	Sell	17,388 -1,629	-9%	-$57.8K	0.37%	40
2020 Q4	$700K	Sell	19,017 -2,094	-10%	-$76.8K	0.42%	31
2020 Q3	$733K	Sell	21,111 -1,090	-5%	-$38.2K	0.52%	25
2020 Q2	$689K	Sell	22,201 -1,225	-5%	-$41.6K	0.51%	25
2020 Q1	$726K	Sell	23,426 -701	-3%	-$23.9K	0.67%	21
2019 Q4	$896K	Buy	+24,127	New	+$859K	0.77%	24

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Cardinal Strategic Wealth Guidance's PFE Position: Q1 2024 in Review

Cardinal Strategic Wealth Guidance sold out of Pfizer (PFE) in Q1 2024, closing a stake of 9,127 shares — an estimated $263K sold.

Cardinal Strategic Wealth Guidance first reported a position in PFE in Q4 2019 and held it in 17 quarters. The position peaked at $949K in Q4 2021. 2,874 funds tracked by Wall St. Rank hold PFE as of Q1 2024.

Cardinal Strategic Wealth Guidance reported no remaining Pfizer position as of Q1 2024 after selling out during the quarter.
Cardinal Strategic Wealth Guidance sold 9,127 Pfizer shares in Q1 2024, an estimated $263K.
Cardinal Strategic Wealth Guidance first reported a position in Pfizer in Q4 2019 and held it in 17 quarters.
Cardinal Strategic Wealth Guidance's Pfizer position peaked at $949K in Q4 2021.
2,874 funds tracked by Wall St. Rank held Pfizer as of Q1 2024.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q1 2024, filed 25 Apr 2024.