Personal Wealth Partners’s Pfizer PFE Stock Holding History

Personal Wealth Partners’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
2022 Q1	–	Sell	-3,641	Closed	-$215K	–	79
2021 Q4	$215K	Buy	+3,641	New	+$180K	0.09%	73
2021 Q3	–	Sell	-3,660	Closed	-$143K	–	307
2021 Q2	$143K	Buy	+3,660	New	+$142K	0.06%	94
2020 Q1	–	Sell	-2,230	Closed	-$83K	–	451
2019 Q4	$83K	Hold	2,230	–	–	0.04%	110
2019 Q3	$76K	Buy	2,230 +211	+10%	+$7.67K	0.04%	125
2019 Q2	$83K	Buy	+2,019	New	+$80.2K	0.04%	96

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Personal Wealth Partners's PFE Position: Q1 2022 in Review

Personal Wealth Partners sold out of Pfizer (PFE) in Q1 2022, closing a stake of 3,641 shares — an estimated $215K sold.

Personal Wealth Partners first reported a position in PFE in Q2 2019 and held it in 5 quarters. The position peaked at $215K in Q4 2021. 3,195 funds tracked by Wall St. Rank hold PFE as of Q1 2022.

Personal Wealth Partners reported no remaining Pfizer position as of Q1 2022 after selling out during the quarter.
Personal Wealth Partners sold 3,641 Pfizer shares in Q1 2022, an estimated $215K.
Personal Wealth Partners first reported a position in Pfizer in Q2 2019 and held it in 5 quarters.
Personal Wealth Partners's Pfizer position peaked at $215K in Q4 2021.
3,195 funds tracked by Wall St. Rank held Pfizer as of Q1 2022.

Based on Personal Wealth Partners's 13F filing for Q1 2022, filed 25 Apr 2022.