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Domani Wealth’s Pfizer PFE Stock Holding History

Domani Wealth’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 		$230K Sell
5,645
-254
-4% -$11K 0.05% 108
2022
Q4 		$302K Buy
5,899
+535
+10% +$25.6K 0.08% 98
2022
Q3 		$235K Hold
5,364
– – 0.07% 97
2022
Q2 		$281K Hold
5,364
– – 0.08% 98
2022
Q1 		$278K Buy
5,364
+475
+10% +$24.6K 0.06% 110
2021
Q4 		$289K Buy
4,889
+206
+4% +$10.2K 0.06% 104
2021
Q3 		$201K Buy
+4,683
New +$207K 0.04% 117
2020
Q4 		– Sell
-6,196
Closed -$216K – 124
2020
Q3 		$216K Buy
+6,196
New +$217K 0.05% 116
2020
Q1 		– Sell
-5,880
Closed -$219K – 134
2019
Q4 		$219K Hold
5,880
– – 0.07% 105
2019
Q3 		$200K Buy
5,880
+326
+6% +$11.9K 0.07% 109
2019
Q2 		$228K Hold
5,554
– – 0.08% 100
2019
Q1 		$224K Buy
+5,554
New +$222K 0.09% 101
2018
Q3 		– Sell
-10,379
Closed -$357K – 109
2018
Q2 		$357K Buy
10,379
+664
+7% +$22.7K 0.16% 73
2018
Q1 		$327K Hold
9,715
– – 0.14% 75
2017
Q4 		$334K Sell
9,715
-468
-5% -$16K 0.15% 75
2017
Q3 		$345K Sell
10,183
-574
-5% -$18.4K 0.15% 72
2017
Q2 		$343K Buy
10,757
+586
+6% +$18.5K 0.14% 70
2017
Q1 		$330K Buy
10,171
+5
+0% +$158 0.13% 71
2016
Q4 		$313K Sell
10,166
-2,449
-19% -$74.8K 0.13% 74
2016
Q3 		$405K Buy
12,615
+564
+5% +$18.9K 0.15% 74
2016
Q2 		$403K Sell
12,051
-3,033
-20% -$96.8K 0.16% 73
2016
Q1 		$420K Sell
15,084
-1,216
-7% -$34.7K 0.16% 77
2015
Q4 		$499K Sell
16,300
-32
-0.2% -$1.01K 0.2% 70
2015
Q3 		$487K Sell
16,332
-3,246
-17% -$104K 0.26% 55
2015
Q2 		$623K Buy
19,578
+18,897
+2,775% +$616K 0.34% 45
2015
Q1 		$18.6K Buy
+681
New +$21.7K 0.28% 36

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

Domani Wealth's PFE Position: Q1 2023 in Review

Domani Wealth reduced its Pfizer (PFE) stake by 4.3% in Q1 2023, selling an estimated $11K and leaving 5,645 shares worth $230K. The position accounts for 0.05% of the portfolio, ranked #108.

Domani Wealth first reported a position in PFE in Q1 2015 and has held it in 26 quarters since. The position peaked at $623K in Q2 2015. 3,103 funds tracked by Wall St. Rank hold PFE as of Q1 2023.

  • Domani Wealth held 5,645 shares of Pfizer worth $230K as of Q1 2023.
  • Domani Wealth sold 254 Pfizer shares in Q1 2023, an estimated $11K.
  • Pfizer made up 0.05% of Domani Wealth's portfolio in Q1 2023, its #108 holding.
  • Domani Wealth first reported a position in Pfizer in Q1 2015 and has held it in 26 quarters since.
  • Domani Wealth's Pfizer position peaked at $623K in Q2 2015.
  • 3,103 funds tracked by Wall St. Rank held Pfizer as of Q1 2023.

Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.