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Jackson Wealth Management’s Pfizer PFE Stock Holding History

Jackson 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 		– Sell
-52,612
Closed -$2.3M – 92
2022
Q3 		$2.3M Buy
52,612
+30,935
+143% +$1.5M 0.45% 52
2022
Q2 		$1.14M Sell
21,677
-35,143
-62% -$1.79M 0.53% 45
2022
Q1 		$2.94M Sell
56,820
-113
-0.2% -$5.86K 0.41% 62
2021
Q4 		$3.36M Buy
56,933
+1,637
+3% +$81.1K 0.43% 68
2021
Q3 		$11K Buy
55,296
+968
+2% +$42.9K 0.13% 68
2021
Q2 		$2.13M Buy
54,328
+1,743
+3% +$67.8K 0.27% 83
2021
Q1 		$1.91M Buy
52,585
+4,336
+9% +$154K 0.29% 84
2020
Q4 		$1.78M Buy
48,249
+1,397
+3% +$51.2K 0.24% 87
2020
Q3 		$1.63M Buy
46,852
+5,498
+13% +$193K 0.24% 83
2020
Q2 		$1.28M Buy
41,354
+3,355
+9% +$114K 0.23% 85
2020
Q1 		$1.37M Sell
37,999
-19,475
-34% -$664K 0.29% 70
2019
Q4 		$2.17M Buy
57,474
+6,302
+12% +$224K 0.36% 76
2019
Q3 		$1.74M Buy
51,172
+15,558
+44% +$566K 0.36% 73
2019
Q2 		$1.48M Buy
35,614
+1,090
+3% +$43.3K 0.32% 73
2019
Q1 		$1.39M Buy
+34,524
New +$1.38M 0.34% 72
2017
Q1 		– Sell
-60,261
Closed -$1.83M – 71
2016
Q4 		$1.83M Buy
60,261
+1,973
+3% +$60.2K 0.72% 30
2016
Q3 		$1.81M Buy
58,288
+4,414
+8% +$148K 0.68% 31
2016
Q2 		$1.8M Buy
53,874
+1,881
+4% +$60K 0.67% 34
2016
Q1 		$1.55M Sell
51,993
-1,882
-3% -$53.8K 0.6% 41
2015
Q4 		$1.58M Buy
53,875
+225
+0.4% +$7.08K 0.63% 43
2015
Q3 		$1.6M Sell
53,650
-2,954
-5% -$94.7K 0.57% 48
2015
Q2 		$1.8M Buy
+56,604
New +$1.84M 0.61% 43

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jackson Wealth Management's PFE Position: Q4 2022 in Review

Jackson Wealth Management sold out of Pfizer (PFE) in Q4 2022, closing a stake of 52,612 shares — an estimated $2.3M sold.

Jackson Wealth Management first reported a position in PFE in Q2 2015 and held it in 22 quarters. The position peaked at $3.36M in Q4 2021. 3,265 funds tracked by Wall St. Rank hold PFE as of Q4 2022.

  • Jackson Wealth Management reported no remaining Pfizer position as of Q4 2022 after selling out during the quarter.
  • Jackson Wealth Management sold 52,612 Pfizer shares in Q4 2022, an estimated $2.3M.
  • Jackson Wealth Management first reported a position in Pfizer in Q2 2015 and held it in 22 quarters.
  • Jackson Wealth Management's Pfizer position peaked at $3.36M in Q4 2021.
  • 3,265 funds tracked by Wall St. Rank held Pfizer as of Q4 2022.

Based on Jackson Wealth Management's 13F filing for Q4 2022, filed 10 Feb 2023.