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Freedman Financial Associates’s Pfizer PFE Stock Holding History

Freedman Financial Associates’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
Q2 		– Sell
-10,185
Closed -$519K – 298
2022
Q1 		$519K Buy
10,185
+638
+7% +$33.1K 0.36% 36
2021
Q4 		$564K Sell
9,547
-53
-0.6% -$2.63K 0.39% 33
2021
Q3 		$413K Buy
9,600
+106
+1% +$4.7K 0.3% 38
2021
Q2 		$372K Sell
9,494
-1,700
-15% -$66.1K 0.28% 40
2021
Q1 		$406K Sell
11,194
-300
-3% -$10.7K 0.34% 36
2020
Q4 		$423K Buy
+11,494
New +$422K 0.38% 32

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
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
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

Freedman Financial Associates's PFE Position: Q2 2022 in Review

Freedman Financial Associates sold out of Pfizer (PFE) in Q2 2022, closing a stake of 10,185 shares — an estimated $519K sold.

Freedman Financial Associates first reported a position in PFE in Q4 2020 and held it in 6 quarters. The position peaked at $564K in Q4 2021. 3,157 funds tracked by Wall St. Rank hold PFE as of Q2 2022.

  • Freedman Financial Associates reported no remaining Pfizer position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 10,185 Pfizer shares in Q2 2022, an estimated $519K.
  • Freedman Financial Associates first reported a position in Pfizer in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Pfizer position peaked at $564K in Q4 2021.
  • 3,157 funds tracked by Wall St. Rank held Pfizer as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.