KerberRose Wealth Management’s Pfizer PFE Stock Holding History

KerberRose 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 Q2	$670K	Buy	+12,787	New	+$652K	0.55%	40

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KerberRose Wealth Management's PFE Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in Pfizer (PFE) in Q2 2022: 12,787 shares worth $670K. The stake represents 0.55% of the portfolio and ranks #40 among its holdings.

3,160 funds tracked by Wall St. Rank hold PFE as of Q2 2022.

KerberRose Wealth Management held 12,787 shares of Pfizer worth $670K as of Q2 2022.
Pfizer was a new KerberRose Wealth Management position in Q2 2022.
Pfizer made up 0.55% of KerberRose Wealth Management's portfolio in Q2 2022, its #40 holding.
3,160 funds tracked by Wall St. Rank held Pfizer as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.