Pettinga Financial Advisors’s Pfizer PFE Stock Holding History

Pettinga 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
2022 Q1	–	Sell	-3,948	Closed	-$233K	–	115
2021 Q4	$233K	Sell	3,948 -1,944	-33%	-$96.3K	0.06%	97
2021 Q3	$253K	Buy	+5,892	New	+$261K	0.06%	94
2019 Q3	–	Sell	-4,878	Closed	-$201K	–	93
2019 Q2	$201K	Buy	+4,878	New	+$194K	0.1%	91
2019 Q1	–	Sell	-4,877	Closed	-$202K	–	99
2018 Q4	$202K	Buy	+4,877	New	+$202K	0.13%	84

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

Pettinga Financial Advisors's PFE Position: Q1 2022 in Review

Pettinga Financial Advisors sold out of Pfizer (PFE) in Q1 2022, closing a stake of 3,948 shares — an estimated $233K sold.

Pettinga Financial Advisors first reported a position in PFE in Q4 2018 and held it in 4 quarters. The position peaked at $253K in Q3 2021. 3,195 funds tracked by Wall St. Rank hold PFE as of Q1 2022.

Pettinga Financial Advisors reported no remaining Pfizer position as of Q1 2022 after selling out during the quarter.
Pettinga Financial Advisors sold 3,948 Pfizer shares in Q1 2022, an estimated $233K.
Pettinga Financial Advisors first reported a position in Pfizer in Q4 2018 and held it in 4 quarters.
Pettinga Financial Advisors's Pfizer position peaked at $253K in Q3 2021.
3,195 funds tracked by Wall St. Rank held Pfizer as of Q1 2022.

Based on Pettinga Financial Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.