Filbrandt Wealth Management’s Pfizer PFE Stock Holding History

Filbrandt 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
2021 Q3	$5K	Sell	111 -220	-66%	-$9.75K	﹤0.01%	146
2021 Q2	$13K	Sell	331 -25	-7%	-$972	0.01%	126
2021 Q1	$13K	Buy	356 +25	+8%	+$888	0.01%	123
2020 Q4	$12K	Sell	331 -18	-5%	-$660	0.01%	130
2020 Q3	$12K	Sell	349 -1,586	-82%	-$55.6K	0.01%	125
2020 Q2	$60K	Buy	1,935 +1,586	+454%	+$53.9K	0.05%	102
2020 Q1	$11K	Buy	349 +31	+10%	+$1.06K	0.01%	124
2019 Q4	$11K	Buy	+318	New	+$11.3K	0.01%	151

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Filbrandt Wealth Management's PFE Position: Q3 2021 in Review

Filbrandt Wealth Management reduced its Pfizer (PFE) stake by 66% in Q3 2021, selling an estimated $9.75K and leaving 111 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #146.

Filbrandt Wealth Management first reported a position in PFE in Q4 2019 and has held it in 8 quarters since. The position peaked at $60K in Q2 2020. 2,803 funds tracked by Wall St. Rank hold PFE as of Q3 2021.

Filbrandt Wealth Management held 111 shares of Pfizer worth $5K as of Q3 2021.
Filbrandt Wealth Management sold 220 Pfizer shares in Q3 2021, an estimated $9.75K.
Pfizer made up ﹤0.01% of Filbrandt Wealth Management's portfolio in Q3 2021, its #146 holding.
Filbrandt Wealth Management first reported a position in Pfizer in Q4 2019 and has held it in 8 quarters since.
Filbrandt Wealth Management's Pfizer position peaked at $60K in Q2 2020.
2,803 funds tracked by Wall St. Rank held Pfizer as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.