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Carl Stuart Investment Advisor’s Pfizer PFE Stock Holding History

Carl Stuart Investment Advisor’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
Q2 		– Sell
-1,643
Closed -$851K – 79
2022
Q1 		$851K Buy
+1,643
New +$85.2K 0.06% 55

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

Carl Stuart Investment Advisor's PFE Position: Q2 2022 in Review

Carl Stuart Investment Advisor sold out of Pfizer (PFE) in Q2 2022, closing a stake of 1,643 shares — an estimated $851K sold.

Carl Stuart Investment Advisor first reported a position in PFE in Q1 2022 and held it in 1 quarter. The position peaked at $851K in Q1 2022. 3,158 funds tracked by Wall St. Rank hold PFE as of Q2 2022.

  • Carl Stuart Investment Advisor reported no remaining Pfizer position as of Q2 2022 after selling out during the quarter.
  • Carl Stuart Investment Advisor sold 1,643 Pfizer shares in Q2 2022, an estimated $851K.
  • Carl Stuart Investment Advisor first reported a position in Pfizer in Q1 2022 and held it in 1 quarter.
  • Carl Stuart Investment Advisor's Pfizer position peaked at $851K in Q1 2022.
  • 3,158 funds tracked by Wall St. Rank held Pfizer as of Q2 2022.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2022, filed 11 Aug 2022.