Kore Private Wealth’s Pfizer PFE Stock Holding History

Kore 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 Q3	$856K	Buy	19,572 +48	+0.2%	+$2.33K	0.15%	91
2022 Q2	$1.02M	Sell	19,524 -2,623	-12%	-$134K	0.16%	100
2022 Q1	$1.15M	Buy	22,147 +1,145	+5%	+$59.4K	0.14%	107
2021 Q4	$1.24M	Buy	21,002 +1,062	+5%	+$52.6K	0.15%	107
2021 Q3	$858K	Buy	19,940 +385	+2%	+$17.1K	0.09%	170
2021 Q2	$766K	Sell	19,555 -33,385	-63%	-$1.3M	0.09%	169
2021 Q1	$1.92M	Buy	52,940 +32,936	+165%	+$1.17M	0.26%	70
2020 Q4	$736K	Buy	20,004 +232	+1%	+$8.51K	0.11%	124
2020 Q3	$688K	Buy	19,772 +1,230	+7%	+$43.1K	0.13%	111
2020 Q2	$575K	Buy	18,542 +4	+0%	+$136	0.12%	122
2020 Q1	$574K	Buy	18,538 +1,583	+9%	+$53.9K	0.14%	103
2019 Q4	$630K	Sell	16,955 -116	-0.7%	-$4.13K	0.12%	122
2019 Q3	$573K	Sell	17,071 -2,388	-12%	-$86.8K	0.13%	120
2019 Q2	$800K	Sell	19,459 -1,363	-7%	-$54.1K	0.18%	101
2019 Q1	$839K	Buy	20,822 +947	+5%	+$37.9K	0.19%	93
2018 Q4	$823K	Buy	+19,875	New	+$825K	0.23%	87

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kore Private Wealth's PFE Position: Q3 2022 in Review

Kore Private Wealth increased its Pfizer (PFE) stake by 0.25% in Q3 2022, buying an estimated $2.33K and bringing the position to 19,572 shares worth $856K. The position accounts for 0.15% of the portfolio, ranked #91.

Kore Private Wealth first reported a position in PFE in Q4 2018 and has held it in 16 quarters since. The position peaked at $1.92M in Q1 2021. 3,086 funds tracked by Wall St. Rank hold PFE as of Q3 2022.

Kore Private Wealth held 19,572 shares of Pfizer worth $856K as of Q3 2022.
Kore Private Wealth bought 48 Pfizer shares in Q3 2022, an estimated $2.33K.
Pfizer made up 0.15% of Kore Private Wealth's portfolio in Q3 2022, its #91 holding.
Kore Private Wealth first reported a position in Pfizer in Q4 2018 and has held it in 16 quarters since.
Kore Private Wealth's Pfizer position peaked at $1.92M in Q1 2021.
3,086 funds tracked by Wall St. Rank held Pfizer as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.