My Personal CFO LLC’s Pfizer PFE Stock Holding History

My Personal CFO LLC’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	-634	Closed	-$32.5K	–	608
2022 Q4	$32.5K	Buy	+634	New	+$30.4K	0.03%	161

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

My Personal CFO LLC's PFE Position: Q1 2023 in Review

My Personal CFO LLC sold out of Pfizer (PFE) in Q1 2023, closing a stake of 634 shares — an estimated $32.5K sold.

My Personal CFO LLC first reported a position in PFE in Q4 2022 and held it in 1 quarter. The position peaked at $32.5K in Q4 2022. 3,103 funds tracked by Wall St. Rank hold PFE as of Q1 2023.

My Personal CFO LLC reported no remaining Pfizer position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 634 Pfizer shares in Q1 2023, an estimated $32.5K.
My Personal CFO LLC first reported a position in Pfizer in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Pfizer position peaked at $32.5K in Q4 2022.
3,103 funds tracked by Wall St. Rank held Pfizer as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.