Gainplan’s Pfizer PFE Stock Holding History

Gainplan’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	–	Sell	-4,199	Closed	-$213K	–	35
2022 Q2	$213K	Buy	+4,199	New	+$214K	0.14%	34
2022 Q1	–	Sell	-7,191	Closed	-$425K	–	66
2021 Q4	$425K	Buy	7,191 +1,451	+25%	+$71.9K	0.18%	32
2021 Q3	$242K	Buy	+5,740	New	+$254K	0.11%	50
2021 Q2	–	Sell	-8,124	Closed	-$301K	–	89
2021 Q1	$301K	Buy	8,124 +2,014	+33%	+$71.5K	0.13%	57
2020 Q4	$225K	Buy	+6,110	New	+$224K	0.12%	46

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gainplan's PFE Position: Q3 2022 in Review

Gainplan sold out of Pfizer (PFE) in Q3 2022, closing a stake of 4,199 shares — an estimated $213K sold.

Gainplan first reported a position in PFE in Q4 2020 and held it in 5 quarters. The position peaked at $425K in Q4 2021. 3,088 funds tracked by Wall St. Rank hold PFE as of Q3 2022.

Gainplan reported no remaining Pfizer position as of Q3 2022 after selling out during the quarter.
Gainplan sold 4,199 Pfizer shares in Q3 2022, an estimated $213K.
Gainplan first reported a position in Pfizer in Q4 2020 and held it in 5 quarters.
Gainplan's Pfizer position peaked at $425K in Q4 2021.
3,088 funds tracked by Wall St. Rank held Pfizer as of Q3 2022.

Based on Gainplan's 13F filing for Q3 2022, filed 14 Nov 2022.