Comprehensive Financial Consultants Institutional’s Pfizer PFE Stock Holding History

Comprehensive Financial Consultants Institutional’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 Q3	–	Sell	-6,140	Closed	-$220K	–	162
2023 Q2	$220K	Hold	6,140	–	–	0.12%	156
2023 Q1	$251K	Buy	6,140 +4	+0.1%	+$173	0.14%	137
2022 Q4	$293K	Buy	6,136 +50	+0.8%	+$2.4K	0.18%	128
2022 Q3	$265K	Buy	6,086 +82	+1%	+$3.98K	0.17%	130
2022 Q2	$312K	Hold	6,004	–	–	0.22%	123
2022 Q1	$294K	Buy	6,004 +193	+3%	+$10K	0.2%	128
2021 Q4	$277K	Buy	+5,811	New	+$288K	0.18%	127

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Norges Bank Oslo, Norway $935B AUM

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

Comprehensive Financial Consultants Institutional's PFE Position: Q3 2023 in Review

Comprehensive Financial Consultants Institutional sold out of Pfizer (PFE) in Q3 2023, closing a stake of 6,140 shares — an estimated $220K sold.

Comprehensive Financial Consultants Institutional first reported a position in PFE in Q4 2021 and held it in 7 quarters. The position peaked at $312K in Q2 2022. 2,925 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

Comprehensive Financial Consultants Institutional reported no remaining Pfizer position as of Q3 2023 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 6,140 Pfizer shares in Q3 2023, an estimated $220K.
Comprehensive Financial Consultants Institutional first reported a position in Pfizer in Q4 2021 and held it in 7 quarters.
Comprehensive Financial Consultants Institutional's Pfizer position peaked at $312K in Q2 2022.
2,925 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q3 2023, filed 13 Nov 2023.