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Outlook Wealth Advisors’s Pfizer PFE Stock Holding History

Outlook Wealth 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
2023
Q1 		– Sell
-4,418
Closed -$226K – 195
2022
Q4 		$226K Buy
+4,418
New +$212K 0.11% 159
2022
Q3 		– Sell
-4,367
Closed -$229K – 196
2022
Q2 		$229K Sell
4,367
-158
-3% -$8.05K 0.09% 174
2022
Q1 		$234K Buy
4,525
+63
+1% +$3.27K 0.08% 181
2021
Q4 		$263K Sell
4,462
-439
-9% -$21.8K 0.08% 178
2021
Q3 		$211K Sell
4,901
-228
-4% -$10.1K 0.07% 201
2021
Q2 		$201K Buy
+5,129
New +$199K 0.06% 205
2021
Q1 		– Sell
-7,029
Closed -$259K – 197
2020
Q4 		$259K Sell
7,029
-1,809
-20% -$66.4K 0.09% 166
2020
Q3 		$308K Buy
8,838
+984
+13% +$34.5K 0.12% 146
2020
Q2 		$244K Sell
7,854
-1,238
-14% -$42.1K 0.1% 150
2020
Q1 		$282K Sell
9,092
-2,111
-19% -$71.9K 0.16% 128
2019
Q4 		$416K Sell
11,203
-540
-5% -$19.2K 0.23% 85
2019
Q3 		$400K Buy
11,743
+6,727
+134% +$245K 0.24% 93
2019
Q2 		$206K Buy
+5,016
New +$199K 0.14% 144
2019
Q1 		– Sell
-1,321
Closed -$547K – 172
2018
Q4 		$547K Buy
+1,321
New +$54.8K 0.25% 99

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Outlook Wealth Advisors's PFE Position: Q1 2023 in Review

Outlook Wealth Advisors sold out of Pfizer (PFE) in Q1 2023, closing a stake of 4,418 shares — an estimated $226K sold.

Outlook Wealth Advisors first reported a position in PFE in Q4 2018 and held it in 14 quarters. The position peaked at $547K in Q4 2018. 3,102 funds tracked by Wall St. Rank hold PFE as of Q1 2023.

  • Outlook Wealth Advisors reported no remaining Pfizer position as of Q1 2023 after selling out during the quarter.
  • Outlook Wealth Advisors sold 4,418 Pfizer shares in Q1 2023, an estimated $226K.
  • Outlook Wealth Advisors first reported a position in Pfizer in Q4 2018 and held it in 14 quarters.
  • Outlook Wealth Advisors's Pfizer position peaked at $547K in Q4 2018.
  • 3,102 funds tracked by Wall St. Rank held Pfizer as of Q1 2023.

Based on Outlook Wealth Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.