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Cooper/Haims Advisors’s Pfizer PFE Stock Holding History

Cooper/Haims Advisors’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 		– Sell
-5,185
Closed -$266K – 74
2022
Q4 		$266K Sell
5,185
-68
-1% -$3.26K 0.19% 57
2022
Q3 		$230K Sell
5,253
-56
-1% -$2.72K 0.19% 57
2022
Q2 		$278K Buy
5,309
+324
+6% +$16.5K 0.18% 55
2022
Q1 		$258K Buy
4,985
+1,458
+41% +$75.6K 0.17% 63
2021
Q4 		$208K Buy
+3,527
New +$175K 0.13% 73

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

Cooper/Haims Advisors's PFE Position: Q1 2023 in Review

Cooper/Haims Advisors sold out of Pfizer (PFE) in Q1 2023, closing a stake of 5,185 shares — an estimated $266K sold.

Cooper/Haims Advisors first reported a position in PFE in Q4 2021 and held it in 5 quarters. The position peaked at $278K in Q2 2022. 3,102 funds tracked by Wall St. Rank hold PFE as of Q1 2023.

  • Cooper/Haims Advisors reported no remaining Pfizer position as of Q1 2023 after selling out during the quarter.
  • Cooper/Haims Advisors sold 5,185 Pfizer shares in Q1 2023, an estimated $266K.
  • Cooper/Haims Advisors first reported a position in Pfizer in Q4 2021 and held it in 5 quarters.
  • Cooper/Haims Advisors's Pfizer position peaked at $278K in Q2 2022.
  • 3,102 funds tracked by Wall St. Rank held Pfizer as of Q1 2023.

Based on Cooper/Haims Advisors's 13F filing for Q1 2023, filed 12 May 2023.