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Edmonds Duncan Registered Investment Advisors’s Pfizer PFE Stock Holding History

Edmonds Duncan Registered Investment 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
Q3 		– Sell
-3,890
Closed -$204K – 134
2022
Q2 		$204K Hold
3,890
– – 0.07% 117
2022
Q1 		$201K Hold
3,890
– – 0.06% 132
2021
Q4 		$208K Buy
+3,890
New +$193K 0.05% 132
2021
Q1 		– Sell
-6,580
Closed -$227K – 131
2020
Q4 		$227K Sell
6,580
-355
-5% -$13K 0.08% 115
2020
Q3 		$241K Sell
6,935
-28
-0.4% -$982 0.1% 96
2020
Q2 		$216K Hold
6,963
– – 0.09% 99
2020
Q1 		$216K Buy
6,963
+53
+0.8% +$1.81K 0.11% 96
2019
Q4 		$257K Hold
6,910
– – 0.1% 99
2019
Q3 		$236K Buy
6,910
+105
+2% +$3.82K 0.1% 98
2019
Q2 		$283K Sell
6,805
-313
-4% -$12.4K 0.12% 93
2019
Q1 		$287K Hold
7,118
– – 0.12% 94
2018
Q4 		$295K Buy
7,118
+53
+0.8% +$2.2K 0.14% 88
2018
Q3 		$295K Hold
7,065
– – 0.12% 96
2018
Q2 		$243K Hold
7,065
– – 0.11% 100
2018
Q1 		$238K Hold
7,065
– – 0.11% 97
2017
Q4 		$242K Hold
7,065
– – 0.11% 94
2017
Q3 		$237K Hold
7,065
– – 0.11% 93
2017
Q2 		$225K Hold
7,065
– – 0.13% 87
2017
Q1 		$227K Sell
7,065
-337
-5% -$10.6K 0.12% 87
2016
Q4 		$228K Hold
7,402
– – 0.13% 85
2016
Q3 		$228K Buy
7,402
+126
+2% +$4.21K 0.14% 92
2016
Q2 		$240K Hold
7,276
– – 0.14% 86
2016
Q1 		$205K Buy
7,276
+106
+1% +$3.03K 0.14% 89
2015
Q4 		$220K Buy
+7,170
New +$226K 0.15% 84

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's PFE Position: Q3 2022 in Review

Edmonds Duncan Registered Investment Advisors sold out of Pfizer (PFE) in Q3 2022, closing a stake of 3,890 shares — an estimated $204K sold.

Edmonds Duncan Registered Investment Advisors first reported a position in PFE in Q4 2015 and held it in 24 quarters. The position peaked at $295K in Q4 2018. 3,089 funds tracked by Wall St. Rank hold PFE as of Q3 2022.

  • Edmonds Duncan Registered Investment Advisors reported no remaining Pfizer position as of Q3 2022 after selling out during the quarter.
  • Edmonds Duncan Registered Investment Advisors sold 3,890 Pfizer shares in Q3 2022, an estimated $204K.
  • Edmonds Duncan Registered Investment Advisors first reported a position in Pfizer in Q4 2015 and held it in 24 quarters.
  • Edmonds Duncan Registered Investment Advisors's Pfizer position peaked at $295K in Q4 2018.
  • 3,089 funds tracked by Wall St. Rank held Pfizer as of Q3 2022.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q3 2022, filed 14 Oct 2022.