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Kercheville Advisors’s Pfizer PFE Stock Holding History

Kercheville Advisors’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
-19,797
Closed -$866K – 95
2022
Q3 		$866K Sell
19,797
-508
-3% -$24.7K 0.89% 33
2022
Q2 		$1.06M Buy
20,305
+79
+0.4% +$4.03K 0.7% 33
2022
Q1 		$1.05M Sell
20,226
-646
-3% -$33.5K 0.5% 44
2021
Q4 		$1.23M Sell
20,872
-5,828
-22% -$289K 0.54% 41
2021
Q3 		$1.15M Buy
26,700
+7,200
+37% +$319K 0.54% 41
2021
Q2 		$764K Buy
19,500
+520
+3% +$20.2K 0.35% 64
2021
Q1 		$687K Sell
18,980
-27,488
-59% -$976K 0.34% 62
2020
Q4 		$1.7M Buy
+46,468
New +$1.7M 0.93% 30

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

Kercheville Advisors's PFE Position: Q4 2022 in Review

Kercheville Advisors sold out of Pfizer (PFE) in Q4 2022, closing a stake of 19,797 shares — an estimated $866K sold.

Kercheville Advisors first reported a position in PFE in Q4 2020 and held it in 8 quarters. The position peaked at $1.7M in Q4 2020. 3,266 funds tracked by Wall St. Rank hold PFE as of Q4 2022.

  • Kercheville Advisors reported no remaining Pfizer position as of Q4 2022 after selling out during the quarter.
  • Kercheville Advisors sold 19,797 Pfizer shares in Q4 2022, an estimated $866K.
  • Kercheville Advisors first reported a position in Pfizer in Q4 2020 and held it in 8 quarters.
  • Kercheville Advisors's Pfizer position peaked at $1.7M in Q4 2020.
  • 3,266 funds tracked by Wall St. Rank held Pfizer as of Q4 2022.

Based on Kercheville Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.