Sanford Advisory Services’s Pfizer PFE Stock Holding History

Sanford Advisory Services’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	$769K	Sell	15,011 -98	-0.6%	-$4.7K	0.18%	66
2022 Q3	$661K	Sell	15,109 -2,401	-14%	-$117K	0.19%	59
2022 Q2	$918K	Buy	17,510 +503	+3%	+$25.6K	0.26%	46
2022 Q1	$881K	Buy	17,007 +302	+2%	+$15.7K	0.24%	44
2021 Q4	$986K	Buy	16,705 +995	+6%	+$49.3K	0.22%	42
2021 Q3	$676K	Buy	15,710 +421	+3%	+$18.7K	0.17%	54
2021 Q2	$599K	Sell	15,289 -2,997	-16%	-$117K	0.15%	56
2021 Q1	$663K	Sell	18,286 -2,333	-11%	-$82.8K	0.18%	50
2020 Q4	$759K	Buy	+20,619	New	+$756K	0.24%	43

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

Sanford Advisory Services's PFE Position: Q4 2022 in Review

Sanford Advisory Services reduced its Pfizer (PFE) stake by 0.65% in Q4 2022, selling an estimated $4.7K and leaving 15,011 shares worth $769K. The position accounts for 0.18% of the portfolio, ranked #66.

Sanford Advisory Services first reported a position in PFE in Q4 2020 and has held it in 9 quarters since. The position peaked at $986K in Q4 2021. 3,265 funds tracked by Wall St. Rank hold PFE as of Q4 2022.

Sanford Advisory Services held 15,011 shares of Pfizer worth $769K as of Q4 2022.
Sanford Advisory Services sold 98 Pfizer shares in Q4 2022, an estimated $4.7K.
Pfizer made up 0.18% of Sanford Advisory Services's portfolio in Q4 2022, its #66 holding.
Sanford Advisory Services first reported a position in Pfizer in Q4 2020 and has held it in 9 quarters since.
Sanford Advisory Services's Pfizer position peaked at $986K in Q4 2021.
3,265 funds tracked by Wall St. Rank held Pfizer as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.