PP
PFE icon

Professional Planning’s Pfizer PFE Stock Holding History

Professional Planning’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
2021
Q3 		$632K Buy
14,708
+136
+0.9% +$6.03K 0.3% 60
2021
Q2 		$570K Buy
14,572
+408
+3% +$15.9K 0.26% 67
2021
Q1 		$513K Sell
14,164
-1,726
-11% -$61.3K 0.25% 68
2020
Q4 		$585K Buy
+15,890
New +$583K 0.24% 70
2020
Q3 		– Sell
-7,439
Closed -$231K – 82
2020
Q2 		$231K Buy
+7,439
New +$253K 0.12% 101
2019
Q2 		– Sell
-10,817
Closed -$435K – 30
2019
Q1 		$435K Sell
10,817
-568
-5% -$22.7K 0.53% 26
2018
Q4 		$471K Buy
11,385
+792
+7% +$32.9K 0.64% 27
2018
Q3 		$443K Buy
10,593
+13
+0.1% +$500 0.62% 27
2018
Q2 		$364K Buy
+10,580
New +$362K 0.57% 28

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Professional Planning's PFE Position: Q3 2021 in Review

Professional Planning increased its Pfizer (PFE) stake by 0.93% in Q3 2021, buying an estimated $6.03K and bringing the position to 14,708 shares worth $632K. The position accounts for 0.3% of the portfolio, ranked #60.

Professional Planning first reported a position in PFE in Q2 2018 and has held it in 9 quarters since. 2,803 funds tracked by Wall St. Rank hold PFE as of Q3 2021.

  • Professional Planning held 14,708 shares of Pfizer worth $632K as of Q3 2021.
  • Professional Planning bought 136 Pfizer shares in Q3 2021, an estimated $6.03K.
  • Pfizer made up 0.3% of Professional Planning's portfolio in Q3 2021, its #60 holding.
  • Professional Planning first reported a position in Pfizer in Q2 2018 and has held it in 9 quarters since.
  • 2,803 funds tracked by Wall St. Rank held Pfizer as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.