CPA Asset Management’s Pfizer PFE Stock Holding History

CPA Asset Management’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	-4,400	Closed	-$225K	–	70
2022 Q4	$225K	Buy	+4,400	New	+$211K	0.17%	62

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

CPA Asset Management's PFE Position: Q1 2023 in Review

CPA Asset Management sold out of Pfizer (PFE) in Q1 2023, closing a stake of 4,400 shares — an estimated $225K sold.

CPA Asset Management first reported a position in PFE in Q4 2022 and held it in 1 quarter. The position peaked at $225K in Q4 2022. 3,103 funds tracked by Wall St. Rank hold PFE as of Q1 2023.

CPA Asset Management reported no remaining Pfizer position as of Q1 2023 after selling out during the quarter.
CPA Asset Management sold 4,400 Pfizer shares in Q1 2023, an estimated $225K.
CPA Asset Management first reported a position in Pfizer in Q4 2022 and held it in 1 quarter.
CPA Asset Management's Pfizer position peaked at $225K in Q4 2022.
3,103 funds tracked by Wall St. Rank held Pfizer as of Q1 2023.

Based on CPA Asset Management's 13F filing for Q1 2023, filed 20 Apr 2023.