Requisite Capital Management’s Pfizer PFE Stock Holding History

Requisite Capital Management’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	-4,741	Closed	-$207K	–	69
2022 Q3	$207K	Buy	+4,741	New	+$230K	0.07%	52
2022 Q1	–	Sell	-6,058	Closed	-$358K	–	96
2021 Q4	$358K	Hold	6,058	–	–	0.11%	55
2021 Q3	$261K	Buy	6,058 +300	+5%	+$13.3K	0.06%	70
2021 Q2	$225K	Hold	5,758	–	–	0.04%	73
2021 Q1	$209K	Buy	+5,758	New	+$204K	0.05%	80
2020 Q4	–	Sell	-6,427	Closed	-$224K	–	72
2020 Q3	$224K	Buy	+6,427	New	+$225K	0.08%	55
2020 Q1	–	Sell	-15,810	Closed	-$71K	–	86
2019 Q4	$71K	Buy	15,810 +9,383	+146%	+$334K	0.02%	74
2019 Q3	$219K	Hold	6,427	–	–	0.08%	79
2019 Q2	$264K	Hold	6,427	–	–	0.1%	75
2019 Q1	$259K	Buy	6,427 +103	+2%	+$4.13K	0.1%	60
2018 Q4	$262K	Buy	+6,324	New	+$263K	0.1%	50

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Requisite Capital Management's PFE Position: Q4 2022 in Review

Requisite Capital Management sold out of Pfizer (PFE) in Q4 2022, closing a stake of 4,741 shares — an estimated $207K sold.

Requisite Capital Management first reported a position in PFE in Q4 2018 and held it in 11 quarters. The position peaked at $358K in Q4 2021. 3,265 funds tracked by Wall St. Rank hold PFE as of Q4 2022.

Requisite Capital Management reported no remaining Pfizer position as of Q4 2022 after selling out during the quarter.
Requisite Capital Management sold 4,741 Pfizer shares in Q4 2022, an estimated $207K.
Requisite Capital Management first reported a position in Pfizer in Q4 2018 and held it in 11 quarters.
Requisite Capital Management's Pfizer position peaked at $358K in Q4 2021.
3,265 funds tracked by Wall St. Rank held Pfizer as of Q4 2022.

Based on Requisite Capital Management's 13F filing for Q4 2022, filed 2 Feb 2023.