Delap Wealth Advisory’s Pfizer PFE Stock Holding History

Delap Wealth Advisory’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	-6,699	Closed	-$343K	–	69
2022 Q4	$343K	Buy	+6,699	New	+$321K	0.36%	47

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

Delap Wealth Advisory's PFE Position: Q1 2023 in Review

Delap Wealth Advisory sold out of Pfizer (PFE) in Q1 2023, closing a stake of 6,699 shares — an estimated $343K sold.

Delap Wealth Advisory first reported a position in PFE in Q4 2022 and held it in 1 quarter. The position peaked at $343K in Q4 2022. 3,103 funds tracked by Wall St. Rank hold PFE as of Q1 2023.

Delap Wealth Advisory reported no remaining Pfizer position as of Q1 2023 after selling out during the quarter.
Delap Wealth Advisory sold 6,699 Pfizer shares in Q1 2023, an estimated $343K.
Delap Wealth Advisory first reported a position in Pfizer in Q4 2022 and held it in 1 quarter.
Delap Wealth Advisory's Pfizer position peaked at $343K in Q4 2022.
3,103 funds tracked by Wall St. Rank held Pfizer as of Q1 2023.

Based on Delap Wealth Advisory's 13F filing for Q1 2023, filed 15 May 2023.