Goodwin Investment Advisory’s Pfizer PFE Stock Holding History

Goodwin Investment Advisory’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
2024 Q2	–	Sell	-1,458	Closed	-$40.5K	–	46
2024 Q1	$40.5K	Buy	+1,458	New	+$40.5K	0.02%	47
2023 Q1	–	Sell	-1,458	Closed	-$74.7K	–	178
2022 Q4	$74.7K	Hold	1,458	–	–	0.05%	72
2022 Q3	$64K	Buy	+1,458	New	+$70.8K	0.05%	77
2022 Q2	–	Sell	-1,425	Closed	-$74K	–	211
2022 Q1	$74K	Buy	1,425 +1,205	+548%	+$62.5K	0.05%	62
2021 Q4	$13K	Hold	220	–	–	0.01%	119
2021 Q3	$9K	Buy	+220	New	+$9.75K	0.01%	112
2021 Q2	–	Sell	-220	Closed	-$8K	–	146
2021 Q1	$8K	Buy	+220	New	+$7.81K	0.01%	119

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Goodwin Investment Advisory's PFE Position: Q2 2024 in Review

Goodwin Investment Advisory sold out of Pfizer (PFE) in Q2 2024, closing a stake of 1,458 shares — an estimated $40.5K sold.

Goodwin Investment Advisory first reported a position in PFE in Q1 2021 and held it in 7 quarters. The position peaked at $74.7K in Q4 2022. 2,873 funds tracked by Wall St. Rank hold PFE as of Q2 2024.

Goodwin Investment Advisory reported no remaining Pfizer position as of Q2 2024 after selling out during the quarter.
Goodwin Investment Advisory sold 1,458 Pfizer shares in Q2 2024, an estimated $40.5K.
Goodwin Investment Advisory first reported a position in Pfizer in Q1 2021 and held it in 7 quarters.
Goodwin Investment Advisory's Pfizer position peaked at $74.7K in Q4 2022.
2,873 funds tracked by Wall St. Rank held Pfizer as of Q2 2024.

Based on Goodwin Investment Advisory's 13F filing for Q2 2024, filed 1 Aug 2024.