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Peak Financial Advisors’s Pfizer PFE Stock Holding History

Peak 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
2023
Q1 		– Sell
-4,835
Closed -$248K – 68
2022
Q4 		$248K Buy
+4,835
New +$232K 0.23% 51
2022
Q3 		– Sell
-3,996
Closed -$210K – 67
2022
Q2 		$210K Sell
3,996
-10,736
-73% -$547K 0.21% 64
2022
Q1 		$763K Sell
14,732
-299
-2% -$15.5K 0.65% 40
2021
Q4 		$888K Buy
15,031
+3,813
+34% +$189K 0.68% 33
2021
Q3 		$482K Buy
+11,218
New +$497K 0.42% 39

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

Peak Financial Advisors's PFE Position: Q1 2023 in Review

Peak Financial Advisors sold out of Pfizer (PFE) in Q1 2023, closing a stake of 4,835 shares — an estimated $248K sold.

Peak Financial Advisors first reported a position in PFE in Q3 2021 and held it in 5 quarters. The position peaked at $888K in Q4 2021. 3,102 funds tracked by Wall St. Rank hold PFE as of Q1 2023.

  • Peak Financial Advisors reported no remaining Pfizer position as of Q1 2023 after selling out during the quarter.
  • Peak Financial Advisors sold 4,835 Pfizer shares in Q1 2023, an estimated $248K.
  • Peak Financial Advisors first reported a position in Pfizer in Q3 2021 and held it in 5 quarters.
  • Peak Financial Advisors's Pfizer position peaked at $888K in Q4 2021.
  • 3,102 funds tracked by Wall St. Rank held Pfizer as of Q1 2023.

Based on Peak Financial Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.