FPTW
PFE icon

Franklin, Parlapiano, Turner & Welch’s Pfizer PFE Stock Holding History

Franklin, Parlapiano, Turner & Welch’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
Q1 		– Sell
-4,654
Closed -$238K – 50
2022
Q4 		$238K Hold
4,654
– – 0.08% 45
2022
Q3 		$204K Hold
4,654
– – 0.07% 46
2022
Q2 		$244K Hold
4,654
– – 0.08% 45
2022
Q1 		$241K Hold
4,654
– – 0.07% 48
2021
Q4 		$275K Hold
4,654
– – 0.08% 46
2021
Q3 		$200K Buy
+4,654
New +$206K 0.06% 50
2017
Q2 		– Sell
-3,721
Closed -$121K – 92
2017
Q1 		$121K Hold
3,721
– – 0.06% 55
2016
Q4 		$115K Buy
3,721
+106
+3% +$3.24K 0.06% 56
2016
Q3 		$116K Buy
+3,615
New +$121K 0.06% 55
2016
Q1 		– Sell
-2,635
Closed -$81K – 130
2015
Q4 		$81K Hold
2,635
– – 0.05% 61
2015
Q3 		$79K Buy
+2,635
New +$84.5K 0.05% 58

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return