Financial Council’s Pfizer PFE Stock Holding History

Financial Council’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 Q2	–	Sell	-5,559	Closed	-$227K	–	72
2023 Q1	$227K	Hold	5,559	–	–	0.18%	61
2022 Q4	$285K	Sell	5,559 -74	-1%	-$3.55K	0.18%	50
2022 Q3	$247K	Buy	5,633 +965	+21%	+$46.9K	0.29%	48
2022 Q2	$245K	Hold	4,668	–	–	0.31%	37
2022 Q1	$242K	Sell	4,668 -139	-3%	-$7.21K	0.29%	36
2021 Q4	$284K	Sell	4,807 -271	-5%	-$13.4K	0.34%	37
2021 Q3	$218K	Buy	+5,078	New	+$225K	0.31%	40

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

Financial Council's PFE Position: Q2 2023 in Review

Financial Council sold out of Pfizer (PFE) in Q2 2023, closing a stake of 5,559 shares — an estimated $227K sold.

Financial Council first reported a position in PFE in Q3 2021 and held it in 7 quarters. The position peaked at $285K in Q4 2022. 3,042 funds tracked by Wall St. Rank hold PFE as of Q2 2023.

Financial Council reported no remaining Pfizer position as of Q2 2023 after selling out during the quarter.
Financial Council sold 5,559 Pfizer shares in Q2 2023, an estimated $227K.
Financial Council first reported a position in Pfizer in Q3 2021 and held it in 7 quarters.
Financial Council's Pfizer position peaked at $285K in Q4 2022.
3,042 funds tracked by Wall St. Rank held Pfizer as of Q2 2023.

Based on Financial Council's 13F filing for Q2 2023, filed 17 Jul 2023.