Clear Perspectives Financial Planning’s Pfizer PFE Stock Holding History

Clear Perspectives Financial Planning’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
2023 Q1	$12.9K	Sell	315 -1,835	-85%	-$79.3K	0.01%	134
2022 Q4	$110K	Sell	2,150 -45	-2%	-$2.16K	0.06%	54
2022 Q3	$96K	Buy	2,195 +1,880	+597%	+$91.4K	0.05%	60
2022 Q2	$17K	Hold	315	–	–	0.01%	138
2022 Q1	$16K	Hold	315	–	–	0.01%	144
2021 Q4	$19K	Hold	315	–	–	0.01%	148
2021 Q3	$14K	Hold	315	–	–	0.01%	145
2021 Q2	$12K	Hold	315	–	–	0.01%	157
2021 Q1	$11K	Hold	315	–	–	0.01%	147
2020 Q4	$12K	Buy	+315	New	+$11.6K	0.01%	138

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

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Clear Perspectives Financial Planning's PFE Position: Q1 2023 in Review

Clear Perspectives Financial Planning reduced its Pfizer (PFE) stake by 85% in Q1 2023, selling an estimated $79.3K and leaving 315 shares worth $12.9K. The position accounts for 0.01% of the portfolio, ranked #134.

Clear Perspectives Financial Planning first reported a position in PFE in Q4 2020 and has held it in 10 quarters since. The position peaked at $110K in Q4 2022. 3,102 funds tracked by Wall St. Rank hold PFE as of Q1 2023.

Clear Perspectives Financial Planning held 315 shares of Pfizer worth $12.9K as of Q1 2023.
Clear Perspectives Financial Planning sold 1,835 Pfizer shares in Q1 2023, an estimated $79.3K.
Pfizer made up 0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #134 holding.
Clear Perspectives Financial Planning first reported a position in Pfizer in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's Pfizer position peaked at $110K in Q4 2022.
3,102 funds tracked by Wall St. Rank held Pfizer as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.