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Milestone Wealth’s Pfizer PFE Stock Holding History

Milestone 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 		$74K Hold
1,693
– – 0.08% 86
2022
Q2 		$89K Hold
1,693
– – 0.09% 83
2022
Q1 		$100K Hold
1,693
– – 0.08% 86
2021
Q4 		$100K Buy
+1,693
New +$83.9K 0.08% 86

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Milestone Wealth's PFE Position: Q3 2022 in Review

Milestone Wealth held its Pfizer (PFE) position steady in Q3 2022 at 1,693 shares worth $74K. The position accounts for 0.08% of the portfolio, ranked #86.

Milestone Wealth first reported a position in PFE in Q4 2021 and has held it in 4 quarters since. The position peaked at $100K in Q1 2022. 3,088 funds tracked by Wall St. Rank hold PFE as of Q3 2022.

  • Milestone Wealth held 1,693 shares of Pfizer worth $74K as of Q3 2022.
  • Milestone Wealth left its Pfizer share count unchanged in Q3 2022.
  • Pfizer made up 0.08% of Milestone Wealth's portfolio in Q3 2022, its #86 holding.
  • Milestone Wealth first reported a position in Pfizer in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Pfizer position peaked at $100K in Q1 2022.
  • 3,088 funds tracked by Wall St. Rank held Pfizer as of Q3 2022.

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