MFC
PFE icon

Morris Financial Concepts’s Pfizer PFE Stock Holding History

Morris Financial Concepts’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
-3,913
Closed -$205K – 126
2022
Q2 		$205K Sell
3,913
-181
-4% -$9.22K 0.19% 66
2022
Q1 		$212K Buy
4,094
+646
+19% +$33.5K 0.18% 66
2021
Q4 		$204K Buy
+3,448
New +$171K 0.17% 64

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

Morris Financial Concepts's PFE Position: Q3 2022 in Review

Morris Financial Concepts sold out of Pfizer (PFE) in Q3 2022, closing a stake of 3,913 shares — an estimated $205K sold.

Morris Financial Concepts first reported a position in PFE in Q4 2021 and held it in 3 quarters. The position peaked at $212K in Q1 2022. 3,085 funds tracked by Wall St. Rank hold PFE as of Q3 2022.

  • Morris Financial Concepts reported no remaining Pfizer position as of Q3 2022 after selling out during the quarter.
  • Morris Financial Concepts sold 3,913 Pfizer shares in Q3 2022, an estimated $205K.
  • Morris Financial Concepts first reported a position in Pfizer in Q4 2021 and held it in 3 quarters.
  • Morris Financial Concepts's Pfizer position peaked at $212K in Q1 2022.
  • 3,085 funds tracked by Wall St. Rank held Pfizer as of Q3 2022.

Based on Morris Financial Concepts's 13F filing for Q3 2022, filed 25 Oct 2022.