SFP
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Sandbox Financial Partners’s Pfizer PFE Stock Holding History

Sandbox Financial Partners’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
-4,156
Closed -$213K – 98
2022
Q4 		$213K Buy
+4,156
New +$199K 0.15% 74
2022
Q3 		– Sell
-4,602
Closed -$241K – 90
2022
Q2 		$241K Sell
4,602
-511
-10% -$26K 0.17% 70
2022
Q1 		$265K Buy
5,113
+928
+22% +$48.1K 0.15% 75
2021
Q4 		$247K Buy
+4,185
New +$207K 0.16% 78

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

Sandbox Financial Partners's PFE Position: Q1 2023 in Review

Sandbox Financial Partners sold out of Pfizer (PFE) in Q1 2023, closing a stake of 4,156 shares — an estimated $213K sold.

Sandbox Financial Partners first reported a position in PFE in Q4 2021 and held it in 4 quarters. The position peaked at $265K in Q1 2022. 3,103 funds tracked by Wall St. Rank hold PFE as of Q1 2023.

  • Sandbox Financial Partners reported no remaining Pfizer position as of Q1 2023 after selling out during the quarter.
  • Sandbox Financial Partners sold 4,156 Pfizer shares in Q1 2023, an estimated $213K.
  • Sandbox Financial Partners first reported a position in Pfizer in Q4 2021 and held it in 4 quarters.
  • Sandbox Financial Partners's Pfizer position peaked at $265K in Q1 2022.
  • 3,103 funds tracked by Wall St. Rank held Pfizer as of Q1 2023.

Based on Sandbox Financial Partners's 13F filing for Q1 2023, filed 21 Apr 2023.