REDW Wealth’s Pfizer PFE Stock Holding History

REDW Wealth’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	-6,176	Closed	-$252K	–	150
2023 Q1	$252K	Buy	6,176 +324	+6%	+$14K	0.08%	119
2022 Q4	$300K	Buy	5,852 +136	+2%	+$6.52K	0.1%	103
2022 Q3	$250K	Buy	5,716 +89	+2%	+$4.33K	0.1%	100
2022 Q2	$295K	Buy	5,627 +8	+0.1%	+$408	0.11%	91
2022 Q1	$291K	Buy	5,619 +1,108	+25%	+$57.5K	0.09%	94
2021 Q4	$266K	Buy	+4,511	New	+$224K	0.08%	98
2019 Q2	–	Sell	-5,005	Closed	-$202K	–	88
2019 Q1	$202K	Buy	5,005 +7	+0.1%	+$280	0.12%	82
2018 Q4	$207K	Sell	4,998 -1,379	-22%	-$57.2K	0.14%	74
2018 Q3	$267K	Buy	6,377 +8	+0.1%	+$308	0.18%	64
2018 Q2	$219K	Buy	6,369 +9	+0.1%	+$308	0.16%	72
2018 Q1	$214K	Sell	6,360 -782	-11%	-$26.9K	0.16%	73
2017 Q4	$245K	Sell	7,142 -403	-5%	-$13.7K	0.19%	64
2017 Q3	$256K	Sell	7,545 -281	-4%	-$9.03K	0.21%	62
2017 Q2	$249K	Sell	7,826 -198	-2%	-$6.24K	0.24%	61
2017 Q1	$260K	Sell	8,024 -354	-4%	-$11.2K	0.26%	57
2016 Q4	$258K	Buy	+8,378	New	+$256K	0.29%	52

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