Rebalance’s Pfizer PFE Stock Holding History

Rebalance’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 Q1	–	Sell	-3,053	Closed	-$156K	–	117
2022 Q4	$156K	Buy	+3,053	New	+$146K	0.02%	79

Other funds holding PFE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rebalance's PFE Position: Q1 2023 in Review

Rebalance sold out of Pfizer (PFE) in Q1 2023, closing a stake of 3,053 shares — an estimated $156K sold.

Rebalance first reported a position in PFE in Q4 2022 and held it in 1 quarter. The position peaked at $156K in Q4 2022. 3,105 funds tracked by Wall St. Rank hold PFE as of Q1 2023.

Rebalance reported no remaining Pfizer position as of Q1 2023 after selling out during the quarter.
Rebalance sold 3,053 Pfizer shares in Q1 2023, an estimated $156K.
Rebalance first reported a position in Pfizer in Q4 2022 and held it in 1 quarter.
Rebalance's Pfizer position peaked at $156K in Q4 2022.
3,105 funds tracked by Wall St. Rank held Pfizer as of Q1 2023.

Based on Rebalance's 13F filing for Q1 2023, filed 3 May 2023.