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Dixon Hughes Goodman Wealth Advisors’s Pfizer PFE Stock Holding History

Dixon Hughes Goodman Wealth 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
2022
Q1 		$1.59M Buy
30,781
+6,109
+25% +$317K 0.46% 34
2021
Q4 		$1.46M Buy
+24,672
New +$1.22M 0.47% 26

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Dixon Hughes Goodman Wealth Advisors's PFE Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Pfizer (PFE) stake by 25% in Q1 2022, buying an estimated $317K and bringing the position to 30,781 shares worth $1.59M. The position accounts for 0.46% of the portfolio, ranked #34.

Dixon Hughes Goodman Wealth Advisors first reported a position in PFE in Q4 2021 and has held it in 2 quarters since. 3,195 funds tracked by Wall St. Rank hold PFE as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 30,781 shares of Pfizer worth $1.59M as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 6,109 Pfizer shares in Q1 2022, an estimated $317K.
  • Pfizer made up 0.46% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #34 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Pfizer in Q4 2021 and has held it in 2 quarters since.
  • 3,195 funds tracked by Wall St. Rank held Pfizer as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.