JFG Wealth Management’s Pfizer PFE Stock Holding History

JFG 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 Q1	–	Sell	-8,975	Closed	-$530K	–	56
2021 Q4	$530K	Sell	8,975 -20	-0.2%	-$991	0.2%	19
2021 Q3	$386K	Hold	8,995	–	–	0.18%	27
2021 Q2	$352K	Buy	+8,995	New	+$350K	0.15%	29

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

JFG Wealth Management's PFE Position: Q1 2022 in Review

JFG Wealth Management sold out of Pfizer (PFE) in Q1 2022, closing a stake of 8,975 shares — an estimated $530K sold.

JFG Wealth Management first reported a position in PFE in Q2 2021 and held it in 3 quarters. The position peaked at $530K in Q4 2021. 3,195 funds tracked by Wall St. Rank hold PFE as of Q1 2022.

JFG Wealth Management reported no remaining Pfizer position as of Q1 2022 after selling out during the quarter.
JFG Wealth Management sold 8,975 Pfizer shares in Q1 2022, an estimated $530K.
JFG Wealth Management first reported a position in Pfizer in Q2 2021 and held it in 3 quarters.
JFG Wealth Management's Pfizer position peaked at $530K in Q4 2021.
3,195 funds tracked by Wall St. Rank held Pfizer as of Q1 2022.

Based on JFG Wealth Management's 13F filing for Q1 2022, filed 6 May 2022.