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Laurel Wealth Planning’s Pfizer PFE Stock Holding History

Laurel Wealth Planning’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
2023
Q1 		– Sell
-2,300
Closed -$118K – 156
2022
Q4 		$118K Hold
2,300
– – 0.08% 77
2022
Q3 		$101K Hold
2,300
– – 0.07% 77
2022
Q2 		$121K Hold
2,300
– – 0.09% 74
2022
Q1 		$119K Buy
+2,300
New +$119K 0.08% 84
2021
Q1 		– Sell
-100
Closed -$4K – 132
2020
Q4 		$4K Buy
+100
New +$3.67K ﹤0.01% 105

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Laurel Wealth Planning's PFE Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Pfizer (PFE) in Q1 2023, closing a stake of 2,300 shares — an estimated $118K sold.

Laurel Wealth Planning first reported a position in PFE in Q4 2020 and held it in 5 quarters. The position peaked at $121K in Q2 2022. 3,102 funds tracked by Wall St. Rank hold PFE as of Q1 2023.

  • Laurel Wealth Planning reported no remaining Pfizer position as of Q1 2023 after selling out during the quarter.
  • Laurel Wealth Planning sold 2,300 Pfizer shares in Q1 2023, an estimated $118K.
  • Laurel Wealth Planning first reported a position in Pfizer in Q4 2020 and held it in 5 quarters.
  • Laurel Wealth Planning's Pfizer position peaked at $121K in Q2 2022.
  • 3,102 funds tracked by Wall St. Rank held Pfizer as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.