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Pacific Wealth Strategies Group’s Pfizer PFE Stock Holding History

Pacific Wealth Strategies Group’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
-3,977
Closed -$204K – 50
2022
Q4 		$204K Buy
+3,977
New +$191K 0.27% 42
2022
Q3 		– Sell
-3,977
Closed -$209K – 43
2022
Q2 		$209K Sell
3,977
-7,537
-65% -$384K 0.27% 43
2022
Q1 		$596K Buy
11,514
+404
+4% +$21K 0.25% 53
2021
Q4 		$656K Buy
11,110
+309
+3% +$15.3K 0.23% 61
2021
Q3 		$465K Buy
10,801
+641
+6% +$28.4K 0.17% 69
2021
Q2 		$398K Hold
10,160
– – 0.15% 73
2021
Q1 		$368K Sell
10,160
-259
-2% -$9.2K 0.15% 73
2020
Q4 		$387K Sell
10,419
-563
-5% -$20.7K 0.17% 70
2020
Q3 		$382K Buy
10,982
+143
+1% +$5.01K 0.2% 63
2020
Q2 		$336K Buy
10,839
+588
+6% +$20K 0.19% 68
2020
Q1 		$317K Sell
10,251
-48
-0.5% -$1.64K 0.22% 68
2019
Q4 		$383K Sell
10,299
-24,310
-70% -$866K 0.21% 73
2019
Q3 		$1.18M Buy
34,609
+6,124
+21% +$223K 0.73% 47
2019
Q2 		$1.17M Buy
28,485
+680
+2% +$27K 0.73% 50
2019
Q1 		$1.12M Buy
27,805
+1,545
+6% +$61.9K 0.72% 52
2018
Q4 		$1.09M Sell
26,260
-14,148
-35% -$587K 0.78% 49
2018
Q3 		$1.69M Buy
40,408
+2,042
+5% +$78.6K 1.08% 35
2018
Q2 		$1.32M Buy
38,366
+71
+0.2% +$2.43K 0.91% 40
2018
Q1 		$1.29M Buy
38,295
+5,212
+16% +$179K 0.92% 42
2017
Q4 		$1.14M Buy
33,083
+10,527
+47% +$359K 0.81% 47
2017
Q3 		$764K Buy
22,556
+2,828
+14% +$90.9K 0.6% 50
2017
Q2 		$629K Buy
19,728
+3,255
+20% +$103K 0.54% 53
2017
Q1 		$535K Buy
16,473
+3,690
+29% +$116K 0.46% 55
2016
Q4 		$394K Buy
+12,783
New +$390K 0.39% 56

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

Pacific Wealth Strategies Group's PFE Position: Q1 2023 in Review

Pacific Wealth Strategies Group sold out of Pfizer (PFE) in Q1 2023, closing a stake of 3,977 shares — an estimated $204K sold.

Pacific Wealth Strategies Group first reported a position in PFE in Q4 2016 and held it in 24 quarters. The position peaked at $1.69M in Q3 2018. 3,103 funds tracked by Wall St. Rank hold PFE as of Q1 2023.

  • Pacific Wealth Strategies Group reported no remaining Pfizer position as of Q1 2023 after selling out during the quarter.
  • Pacific Wealth Strategies Group sold 3,977 Pfizer shares in Q1 2023, an estimated $204K.
  • Pacific Wealth Strategies Group first reported a position in Pfizer in Q4 2016 and held it in 24 quarters.
  • Pacific Wealth Strategies Group's Pfizer position peaked at $1.69M in Q3 2018.
  • 3,103 funds tracked by Wall St. Rank held Pfizer as of Q1 2023.

Based on Pacific Wealth Strategies Group's 13F filing for Q1 2023, filed 2 May 2023.