EdgeRock Capital’s Pfizer PFE Stock Holding History

EdgeRock Capital’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 Q4	–	Sell	-2,808	Closed	-$123K	–	297
2022 Q3	$123K	Buy	+2,808	New	+$136K	0.07%	71

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EdgeRock Capital's PFE Position: Q4 2022 in Review

EdgeRock Capital sold out of Pfizer (PFE) in Q4 2022, closing a stake of 2,808 shares — an estimated $123K sold.

EdgeRock Capital first reported a position in PFE in Q3 2022 and held it in 1 quarter. The position peaked at $123K in Q3 2022. 3,265 funds tracked by Wall St. Rank hold PFE as of Q4 2022.

EdgeRock Capital reported no remaining Pfizer position as of Q4 2022 after selling out during the quarter.
EdgeRock Capital sold 2,808 Pfizer shares in Q4 2022, an estimated $123K.
EdgeRock Capital first reported a position in Pfizer in Q3 2022 and held it in 1 quarter.
EdgeRock Capital's Pfizer position peaked at $123K in Q3 2022.
3,265 funds tracked by Wall St. Rank held Pfizer as of Q4 2022.

Based on EdgeRock Capital's 13F filing for Q4 2022, filed 14 Feb 2023.