Great Point Wealth Advisors’s Pfizer PFE Stock Holding History

Great Point Wealth Advisors’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 Q4	–	Sell	-6,291	Closed	-$275K	–	63
2022 Q3	$275K	Hold	6,291	–	–	0.1%	54
2022 Q2	$330K	Sell	6,291 -1,400	-18%	-$71.3K	0.12%	52
2022 Q1	$398K	Hold	7,691	–	–	0.12%	42
2021 Q4	$454K	Hold	7,691	–	–	0.14%	39
2021 Q3	$331K	Buy	7,691 +1,100	+17%	+$48.7K	0.11%	44
2021 Q2	$258K	Hold	6,591	–	–	0.09%	48
2021 Q1	$239K	Hold	6,591	–	–	0.09%	45
2020 Q4	$242K	Sell	6,591 -356	-5%	-$13.1K	0.1%	44
2020 Q3	$215K	Hold	6,947	–	–	0.11%	45
2020 Q2	$215K	Sell	6,947 -443	-6%	-$15.1K	0.11%	45
2020 Q1	$228K	Buy	7,390 +443	+6%	+$15.1K	0.19%	38
2019 Q4	$258K	Sell	6,947 -632	-8%	-$22.5K	0.16%	39
2019 Q3	$258K	Sell	7,579 -519	-6%	-$18.9K	0.18%	38
2019 Q2	$332K	Buy	8,098 +316	+4%	+$12.5K	0.27%	33
2019 Q1	$313K	Hold	7,782	–	–	0.27%	33
2018 Q4	$322K	Buy	+7,782	New	+$323K	0.3%	32

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Great Point Wealth Advisors's PFE Position: Q4 2022 in Review

Great Point Wealth Advisors sold out of Pfizer (PFE) in Q4 2022, closing a stake of 6,291 shares — an estimated $275K sold.

Great Point Wealth Advisors first reported a position in PFE in Q4 2018 and held it in 16 quarters. The position peaked at $454K in Q4 2021. 3,265 funds tracked by Wall St. Rank hold PFE as of Q4 2022.

Great Point Wealth Advisors reported no remaining Pfizer position as of Q4 2022 after selling out during the quarter.
Great Point Wealth Advisors sold 6,291 Pfizer shares in Q4 2022, an estimated $275K.
Great Point Wealth Advisors first reported a position in Pfizer in Q4 2018 and held it in 16 quarters.
Great Point Wealth Advisors's Pfizer position peaked at $454K in Q4 2021.
3,265 funds tracked by Wall St. Rank held Pfizer as of Q4 2022.

Based on Great Point Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.