IronBridge Private Wealth’s Pfizer PFE Stock Holding History

IronBridge Private Wealth’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	-428	Closed	-$25K	–	222
2021 Q4	$25K	Buy	428 +1	+0.2%	+$50	0.01%	116
2021 Q3	$18K	Buy	427 +1	+0.2%	+$44	0.01%	107
2021 Q2	$17K	Buy	426 +1	+0.2%	+$39	0.01%	112
2021 Q1	$15K	Buy	425 +2	+0.5%	+$71	0.01%	123
2020 Q4	$16K	Buy	+423	New	+$15.5K	0.01%	111

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

IronBridge Private Wealth's PFE Position: Q1 2022 in Review

IronBridge Private Wealth sold out of Pfizer (PFE) in Q1 2022, closing a stake of 428 shares — an estimated $25K sold.

IronBridge Private Wealth first reported a position in PFE in Q4 2020 and held it in 5 quarters. The position peaked at $25K in Q4 2021. 3,195 funds tracked by Wall St. Rank hold PFE as of Q1 2022.

IronBridge Private Wealth reported no remaining Pfizer position as of Q1 2022 after selling out during the quarter.
IronBridge Private Wealth sold 428 Pfizer shares in Q1 2022, an estimated $25K.
IronBridge Private Wealth first reported a position in Pfizer in Q4 2020 and held it in 5 quarters.
IronBridge Private Wealth's Pfizer position peaked at $25K in Q4 2021.
3,195 funds tracked by Wall St. Rank held Pfizer as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.