Heritage Wealth Management (Arizona)’s Pfizer PFE Stock Holding History

Heritage Wealth Management (Arizona)’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	$194K	Buy	3,781 +1,998	+112%	+$95.8K	0.03%	335
2022 Q3	$78K	Sell	1,783 -35	-2%	-$1.7K	0.03%	353
2022 Q2	$95.3K	Sell	1,818 -296	-14%	-$15.1K	0.03%	342
2022 Q1	$109K	Buy	+2,114	New	+$110K	0.03%	358
2021 Q3	$244K	Hold	5,667	–	–	0.09%	181
2021 Q2	$222K	Sell	5,667 -1,547	-21%	-$60.2K	0.08%	205
2021 Q1	$261K	Buy	+7,214	New	+$256K	0.15%	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

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

Heritage Wealth Management (Arizona)'s PFE Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Pfizer (PFE) stake by 112% in Q4 2022, buying an estimated $95.8K and bringing the position to 3,781 shares worth $194K. The position accounts for 0.03% of the portfolio, ranked #335.

Heritage Wealth Management (Arizona) first reported a position in PFE in Q1 2021 and has held it in 7 quarters since. The position peaked at $261K in Q1 2021. 3,266 funds tracked by Wall St. Rank hold PFE as of Q4 2022.

Heritage Wealth Management (Arizona) held 3,781 shares of Pfizer worth $194K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 1,998 Pfizer shares in Q4 2022, an estimated $95.8K.
Pfizer made up 0.03% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #335 holding.
Heritage Wealth Management (Arizona) first reported a position in Pfizer in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s Pfizer position peaked at $261K in Q1 2021.
3,266 funds tracked by Wall St. Rank held Pfizer as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.