FourThought Financial’s Pfizer PFE Stock Holding History

FourThought Financial’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 Q3	$1.28M	Sell	29,227 -3,714	-11%	-$180K	0.19%	98
2022 Q2	$1.73M	Sell	32,941 -2,790	-8%	-$142K	0.25%	88
2022 Q1	$1.84M	Buy	35,731 +2,228	+7%	+$116K	0.23%	91
2021 Q4	$1.98M	Sell	33,503 -797	-2%	-$39.5K	0.25%	82
2021 Q3	$1.48M	Sell	34,300 -1,648	-5%	-$73K	0.2%	101
2021 Q2	$1.41M	Sell	35,948 -6,161	-15%	-$240K	0.19%	102
2021 Q1	$1.52M	Sell	42,109 -1,835	-4%	-$65.2K	0.22%	87
2020 Q4	$1.62M	Buy	+43,944	New	+$1.61M	0.26%	74

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

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

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

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

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

FourThought Financial's PFE Position: Q3 2022 in Review

FourThought Financial reduced its Pfizer (PFE) stake by 11% in Q3 2022, selling an estimated $180K and leaving 29,227 shares worth $1.28M. The position accounts for 0.19% of the portfolio, ranked #98.

FourThought Financial first reported a position in PFE in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.98M in Q4 2021. 3,086 funds tracked by Wall St. Rank hold PFE as of Q3 2022.

FourThought Financial held 29,227 shares of Pfizer worth $1.28M as of Q3 2022.
FourThought Financial sold 3,714 Pfizer shares in Q3 2022, an estimated $180K.
Pfizer made up 0.19% of FourThought Financial's portfolio in Q3 2022, its #98 holding.
FourThought Financial first reported a position in Pfizer in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Pfizer position peaked at $1.98M in Q4 2021.
3,086 funds tracked by Wall St. Rank held Pfizer as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.