Guidance Point Advisors’s Pfizer PFE Stock Holding History

Guidance Point 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 Q1	–	Sell	-3,527	Closed	-$208K	–	97
2021 Q4	$208K	Buy	3,527 +6	+0.2%	+$297	0.08%	86
2021 Q3	$151K	Buy	+3,521	New	+$156K	0.06%	97
2019 Q3	–	Sell	-5,238	Closed	-$215K	–	62
2019 Q2	$215K	Buy	5,238 +21	+0.4%	+$834	0.12%	60
2019 Q1	$210K	Buy	5,217 +21	+0.4%	+$841	0.12%	60
2018 Q4	$215K	Buy	+5,196	New	+$216K	0.14%	58

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Guidance Point Advisors's PFE Position: Q1 2022 in Review

Guidance Point Advisors sold out of Pfizer (PFE) in Q1 2022, closing a stake of 3,527 shares — an estimated $208K sold.

Guidance Point Advisors first reported a position in PFE in Q4 2018 and held it in 5 quarters. The position peaked at $215K in Q2 2019. 3,195 funds tracked by Wall St. Rank hold PFE as of Q1 2022.

Guidance Point Advisors reported no remaining Pfizer position as of Q1 2022 after selling out during the quarter.
Guidance Point Advisors sold 3,527 Pfizer shares in Q1 2022, an estimated $208K.
Guidance Point Advisors first reported a position in Pfizer in Q4 2018 and held it in 5 quarters.
Guidance Point Advisors's Pfizer position peaked at $215K in Q2 2019.
3,195 funds tracked by Wall St. Rank held Pfizer as of Q1 2022.

Based on Guidance Point Advisors's 13F filing for Q1 2022, filed 5 May 2022.