Essex Private Wealth Management’s Pfizer PFE Stock Holding History

Essex Private Wealth Management’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	–	Sell	-27,468	Closed	-$1.62M	–	55
2021 Q4	$1.62M	Sell	27,468 -1,149	-4%	-$56.9K	1.37%	16
2021 Q3	$1.23M	Buy	28,617 +22	+0.1%	+$975	1.12%	16
2021 Q2	$1.12M	Sell	28,595 -5,193	-15%	-$202K	1.02%	20
2021 Q1	$1.22M	Sell	33,788 -1,838	-5%	-$65.3K	1.17%	18
2020 Q4	$1.31M	Sell	35,626 -563	-2%	-$20.7K	1.28%	18
2020 Q3	$1.26M	Sell	36,189 -631	-2%	-$22.1K	1.3%	18
2020 Q2	$1.14M	Sell	36,820 -214	-0.6%	-$7.27K	1.32%	18
2020 Q1	$1.15M	Sell	37,034 -168	-0.5%	-$5.72K	1.5%	16
2019 Q4	$1.38M	Buy	+37,202	New	+$1.33M	1.4%	17

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Essex Private Wealth Management's PFE Position: Q1 2022 in Review

Essex Private Wealth Management sold out of Pfizer (PFE) in Q1 2022, closing a stake of 27,468 shares — an estimated $1.62M sold.

Essex Private Wealth Management first reported a position in PFE in Q4 2019 and held it in 9 quarters. The position peaked at $1.62M in Q4 2021. 3,195 funds tracked by Wall St. Rank hold PFE as of Q1 2022.

Essex Private Wealth Management reported no remaining Pfizer position as of Q1 2022 after selling out during the quarter.
Essex Private Wealth Management sold 27,468 Pfizer shares in Q1 2022, an estimated $1.62M.
Essex Private Wealth Management first reported a position in Pfizer in Q4 2019 and held it in 9 quarters.
Essex Private Wealth Management's Pfizer position peaked at $1.62M in Q4 2021.
3,195 funds tracked by Wall St. Rank held Pfizer as of Q1 2022.

Based on Essex Private Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.