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Harrison & Co Wealth Management’s Pfizer PFE Stock Holding History

Harrison & Co Wealth Management’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 		$1.11M Buy
21,755
+166
+0.8% +$7.96K 1.08% 24
2022
Q3 		$945K Sell
21,589
-1,477
-6% -$71.8K 1% 25
2022
Q2 		$1.21M Sell
23,066
-386
-2% -$19.7K 1.15% 23
2022
Q1 		$1.21M Sell
23,452
-1,180
-5% -$61.2K 1.06% 23
2021
Q4 		$1.46M Buy
+24,632
New +$1.22M 1.23% 17

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Harrison & Co Wealth Management's PFE Position: Q4 2022 in Review

Harrison & Co Wealth Management increased its Pfizer (PFE) stake by 0.77% in Q4 2022, buying an estimated $7.96K and bringing the position to 21,755 shares worth $1.11M. The position accounts for 1.08% of the portfolio, ranked #24.

Harrison & Co Wealth Management first reported a position in PFE in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.46M in Q4 2021. 3,268 funds tracked by Wall St. Rank hold PFE as of Q4 2022.

  • Harrison & Co Wealth Management held 21,755 shares of Pfizer worth $1.11M as of Q4 2022.
  • Harrison & Co Wealth Management bought 166 Pfizer shares in Q4 2022, an estimated $7.96K.
  • Pfizer made up 1.08% of Harrison & Co Wealth Management's portfolio in Q4 2022, its #24 holding.
  • Harrison & Co Wealth Management first reported a position in Pfizer in Q4 2021 and has held it in 5 quarters since.
  • Harrison & Co Wealth Management's Pfizer position peaked at $1.46M in Q4 2021.
  • 3,268 funds tracked by Wall St. Rank held Pfizer as of Q4 2022.

Based on Harrison & Co Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.