Pinnacle Family Advisors’s Pfizer PFE Stock Holding History

Pinnacle Family 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 Q3	–	Sell	-7,194	Closed	-$264K	–	99
2023 Q2	$264K	Buy	7,194 +1,370	+24%	+$53.3K	0.14%	85
2023 Q1	$238K	Buy	5,824 +58	+1%	+$2.5K	0.14%	88
2022 Q4	$295K	Sell	5,766 -12	-0.2%	-$575	0.21%	76
2022 Q3	$253K	Buy	5,778 +244	+4%	+$11.9K	0.22%	73
2022 Q2	$290K	Buy	5,534 +992	+22%	+$50.6K	0.24%	71
2022 Q1	$235K	Sell	4,542 -1,131	-20%	-$58.7K	0.13%	106
2021 Q4	$335K	Sell	5,673 -784	-12%	-$38.8K	0.15%	80
2021 Q3	$278K	Buy	+6,457	New	+$286K	0.12%	107
2021 Q1	–	Sell	-24,841	Closed	-$914K	–	140
2020 Q4	$914K	Buy	24,841 +18,301	+280%	+$671K	0.56%	41
2020 Q3	$228K	Buy	+6,540	New	+$229K	0.15%	68
2018 Q1	–	Sell	-6,511	Closed	-$224K	–	74
2017 Q4	$224K	Sell	6,511 -124	-2%	-$4.23K	0.1%	65
2017 Q3	$225K	Buy	+6,635	New	+$213K	0.11%	68
2017 Q2	–	Sell	-6,238	Closed	-$202K	–	78
2017 Q1	$202K	Buy	+6,238	New	+$197K	0.13%	59

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management

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