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Financial Planning & Information Services’s Pfizer PFE Stock Holding History

Financial Planning & Information Services’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
-4,354
Closed -$257K – 84
2021
Q4 		$257K Buy
+4,354
New +$216K 0.06% 67

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 Planning & Information Services's PFE Position: Q1 2022 in Review

Financial Planning & Information Services sold out of Pfizer (PFE) in Q1 2022, closing a stake of 4,354 shares — an estimated $257K sold.

Financial Planning & Information Services first reported a position in PFE in Q4 2021 and held it in 1 quarter. The position peaked at $257K in Q4 2021. 3,195 funds tracked by Wall St. Rank hold PFE as of Q1 2022.

  • Financial Planning & Information Services reported no remaining Pfizer position as of Q1 2022 after selling out during the quarter.
  • Financial Planning & Information Services sold 4,354 Pfizer shares in Q1 2022, an estimated $257K.
  • Financial Planning & Information Services first reported a position in Pfizer in Q4 2021 and held it in 1 quarter.
  • Financial Planning & Information Services's Pfizer position peaked at $257K in Q4 2021.
  • 3,195 funds tracked by Wall St. Rank held Pfizer as of Q1 2022.

Based on Financial Planning & Information Services's 13F filing for Q1 2022, filed 19 Apr 2022.