FPOC
PFE icon

Financial Planners of Cleveland’s Pfizer PFE Stock Holding History

Financial Planners of Cleveland’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
-6,080
Closed -$333K – 86
2021
Q4 		$333K Buy
+6,080
New +$301K 0.14% 58

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Financial Planners of Cleveland's PFE Position: Q1 2022 in Review

Financial Planners of Cleveland sold out of Pfizer (PFE) in Q1 2022, closing a stake of 6,080 shares — an estimated $333K sold.

Financial Planners of Cleveland first reported a position in PFE in Q4 2021 and held it in 1 quarter. The position peaked at $333K in Q4 2021. 3,196 funds tracked by Wall St. Rank hold PFE as of Q1 2022.

  • Financial Planners of Cleveland reported no remaining Pfizer position as of Q1 2022 after selling out during the quarter.
  • Financial Planners of Cleveland sold 6,080 Pfizer shares in Q1 2022, an estimated $333K.
  • Financial Planners of Cleveland first reported a position in Pfizer in Q4 2021 and held it in 1 quarter.
  • Financial Planners of Cleveland's Pfizer position peaked at $333K in Q4 2021.
  • 3,196 funds tracked by Wall St. Rank held Pfizer as of Q1 2022.

Based on Financial Planners of Cleveland's 13F filing for Q1 2022, filed 14 Apr 2022.