Legacy Wealth Planning’s Pfizer PFE Stock Holding History

Legacy 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
2022 Q3	$209K	Sell	4,781 -455	-9%	-$22.1K	0.35%	71
2022 Q2	$275K	Buy	5,236 +80	+2%	+$4.08K	0.39%	59
2022 Q1	$267K	Sell	5,156 -244	-5%	-$12.7K	0.31%	66
2021 Q4	$319K	Sell	5,400 -820	-13%	-$40.6K	0.36%	57
2021 Q3	$268K	Hold	6,220	–	–	0.3%	73
2021 Q2	$244K	Hold	6,220	–	–	0.28%	79
2021 Q1	$225K	Sell	6,220 -2,473	-28%	-$87.8K	0.29%	79
2020 Q4	$320K	Buy	8,693 +790	+10%	+$29K	0.41%	53
2020 Q3	$275K	Buy	7,903 +1,216	+18%	+$42.6K	0.31%	56
2020 Q2	$207K	Hold	6,687	–	–	0.25%	71
2020 Q1	$207K	Hold	6,687	–	–	0.33%	63
2019 Q4	$249K	Buy	+6,687	New	+$238K	0.28%	62

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

Legacy Wealth Planning's PFE Position: Q3 2022 in Review

Legacy Wealth Planning reduced its Pfizer (PFE) stake by 8.7% in Q3 2022, selling an estimated $22.1K and leaving 4,781 shares worth $209K. The position accounts for 0.35% of the portfolio, ranked #71.

Legacy Wealth Planning first reported a position in PFE in Q4 2019 and has held it in 12 quarters since. The position peaked at $320K in Q4 2020. 3,086 funds tracked by Wall St. Rank hold PFE as of Q3 2022.

Legacy Wealth Planning held 4,781 shares of Pfizer worth $209K as of Q3 2022.
Legacy Wealth Planning sold 455 Pfizer shares in Q3 2022, an estimated $22.1K.
Pfizer made up 0.35% of Legacy Wealth Planning's portfolio in Q3 2022, its #71 holding.
Legacy Wealth Planning first reported a position in Pfizer in Q4 2019 and has held it in 12 quarters since.
Legacy Wealth Planning's Pfizer position peaked at $320K in Q4 2020.
3,086 funds tracked by Wall St. Rank held Pfizer as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.