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Morling Financial Advisors’s Pfizer PFE Stock Holding History

Morling Financial 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
Q3 		– Sell
-9,863
Closed -$517K – 74
2022
Q2 		$517K Buy
9,863
+4,033
+69% +$206K 0.67% 30
2022
Q1 		$302K Buy
5,830
+30
+0.5% +$1.56K 0.38% 39
2021
Q4 		$342K Buy
+5,800
New +$287K 0.33% 31

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

Morling Financial Advisors's PFE Position: Q3 2022 in Review

Morling Financial Advisors sold out of Pfizer (PFE) in Q3 2022, closing a stake of 9,863 shares — an estimated $517K sold.

Morling Financial Advisors first reported a position in PFE in Q4 2021 and held it in 3 quarters. The position peaked at $517K in Q2 2022. 3,085 funds tracked by Wall St. Rank hold PFE as of Q3 2022.

  • Morling Financial Advisors reported no remaining Pfizer position as of Q3 2022 after selling out during the quarter.
  • Morling Financial Advisors sold 9,863 Pfizer shares in Q3 2022, an estimated $517K.
  • Morling Financial Advisors first reported a position in Pfizer in Q4 2021 and held it in 3 quarters.
  • Morling Financial Advisors's Pfizer position peaked at $517K in Q2 2022.
  • 3,085 funds tracked by Wall St. Rank held Pfizer as of Q3 2022.

Based on Morling Financial Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.