PFA
PFE icon

Professional Financial Advisors’s Pfizer PFE Stock Holding History

Professional 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
Q4 		– Sell
-936
Closed -$41K – 346
2022
Q3 		$41K Buy
936
+1
+0.1% +$49 0.03% 157
2022
Q2 		$49K Buy
935
+1
+0.1% +$51 0.03% 146
2022
Q1 		$48K Buy
934
+1
+0.1% +$52 0.02% 147
2021
Q4 		$55K Buy
933
+1
+0.1% +$50 0.02% 163
2021
Q3 		$40K Buy
932
+1
+0.1% +$44 0.02% 157
2021
Q2 		$36K Buy
931
+578
+164% +$22.5K 0.02% 167
2021
Q1 		$13K Sell
353
-150
-30% -$5.33K 0.01% 226
2020
Q4 		$19K Buy
503
+131
+35% +$4.8K 0.02% 198
2020
Q3 		$13K Buy
+372
New +$13K 0.01% 207

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Professional Financial Advisors's PFE Position: Q4 2022 in Review

Professional Financial Advisors sold out of Pfizer (PFE) in Q4 2022, closing a stake of 936 shares — an estimated $41K sold.

Professional Financial Advisors first reported a position in PFE in Q3 2020 and held it in 9 quarters. The position peaked at $55K in Q4 2021. 3,268 funds tracked by Wall St. Rank hold PFE as of Q4 2022.

  • Professional Financial Advisors reported no remaining Pfizer position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 936 Pfizer shares in Q4 2022, an estimated $41K.
  • Professional Financial Advisors first reported a position in Pfizer in Q3 2020 and held it in 9 quarters.
  • Professional Financial Advisors's Pfizer position peaked at $55K in Q4 2021.
  • 3,268 funds tracked by Wall St. Rank held Pfizer as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.