Platte River Wealth Advisors’s Pfizer PFE Stock Holding History

Platte River Wealth 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 Q2	–	Sell	-5,645	Closed	-$230K	–	101
2023 Q1	$230K	Sell	5,645 -10,782	-66%	-$466K	0.09%	87
2022 Q4	$842K	Buy	16,427 +3,710	+29%	+$178K	0.36%	52
2022 Q3	$556K	Buy	12,717 +4,905	+63%	+$238K	0.25%	56
2022 Q2	$410K	Buy	+7,812	New	+$398K	0.18%	63

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

Platte River Wealth Advisors's PFE Position: Q2 2023 in Review

Platte River Wealth Advisors sold out of Pfizer (PFE) in Q2 2023, closing a stake of 5,645 shares — an estimated $230K sold.

Platte River Wealth Advisors first reported a position in PFE in Q2 2022 and held it in 4 quarters. The position peaked at $842K in Q4 2022. 3,042 funds tracked by Wall St. Rank hold PFE as of Q2 2023.

Platte River Wealth Advisors reported no remaining Pfizer position as of Q2 2023 after selling out during the quarter.
Platte River Wealth Advisors sold 5,645 Pfizer shares in Q2 2023, an estimated $230K.
Platte River Wealth Advisors first reported a position in Pfizer in Q2 2022 and held it in 4 quarters.
Platte River Wealth Advisors's Pfizer position peaked at $842K in Q4 2022.
3,042 funds tracked by Wall St. Rank held Pfizer as of Q2 2023.

Based on Platte River Wealth Advisors's 13F filing for Q2 2023, filed 7 Jul 2023.