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Retirement Financial Solutions’s Pfizer PFE Stock Holding History

Retirement Financial Solutions’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
-461
Closed -$23.6K – 185
2022
Q4 		$23.6K Buy
+461
New +$22.1K 0.02% 82

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Retirement Financial Solutions's PFE Position: Q1 2023 in Review

Retirement Financial Solutions sold out of Pfizer (PFE) in Q1 2023, closing a stake of 461 shares — an estimated $23.6K sold.

Retirement Financial Solutions first reported a position in PFE in Q4 2022 and held it in 1 quarter. The position peaked at $23.6K in Q4 2022. 3,103 funds tracked by Wall St. Rank hold PFE as of Q1 2023.

  • Retirement Financial Solutions reported no remaining Pfizer position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 461 Pfizer shares in Q1 2023, an estimated $23.6K.
  • Retirement Financial Solutions first reported a position in Pfizer in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's Pfizer position peaked at $23.6K in Q4 2022.
  • 3,103 funds tracked by Wall St. Rank held Pfizer as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.