Peninsula Wealth’s Pfizer PFE Stock Holding History

Peninsula Wealth’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 Q2	–	Sell	-7,544	Closed	-$308K	–	77
2023 Q1	$308K	Buy	7,544 +3,384	+81%	+$146K	0.09%	58
2022 Q4	$213K	Buy	+4,160	New	+$199K	0.07%	68
2022 Q3	–	Sell	-5,882	Closed	-$308K	–	73
2022 Q2	$308K	Buy	5,882 +215	+4%	+$11K	0.1%	47
2022 Q1	$293K	Sell	5,667 -103	-2%	-$5.34K	0.08%	53
2021 Q4	$341K	Buy	+5,770	New	+$286K	0.09%	49

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Peninsula Wealth's PFE Position: Q2 2023 in Review

Peninsula Wealth sold out of Pfizer (PFE) in Q2 2023, closing a stake of 7,544 shares — an estimated $308K sold.

Peninsula Wealth first reported a position in PFE in Q4 2021 and held it in 5 quarters. The position peaked at $341K in Q4 2021. 3,041 funds tracked by Wall St. Rank hold PFE as of Q2 2023.

Peninsula Wealth reported no remaining Pfizer position as of Q2 2023 after selling out during the quarter.
Peninsula Wealth sold 7,544 Pfizer shares in Q2 2023, an estimated $308K.
Peninsula Wealth first reported a position in Pfizer in Q4 2021 and held it in 5 quarters.
Peninsula Wealth's Pfizer position peaked at $341K in Q4 2021.
3,041 funds tracked by Wall St. Rank held Pfizer as of Q2 2023.

Based on Peninsula Wealth's 13F filing for Q2 2023, filed 14 Aug 2023.