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SC&H Financial Advisors’s Pfizer PFE Stock Holding History

SC&H Financial Advisors’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
Q3 		– Sell
-4,094
Closed -$215K – 132
2022
Q2 		$215K Sell
4,094
-181
-4% -$9.22K 0.1% 132
2022
Q1 		$221K Buy
4,275
+17
+0.4% +$882 0.11% 138
2021
Q4 		$251K Buy
+4,258
New +$211K 0.14% 135

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

SC&H Financial Advisors's PFE Position: Q3 2022 in Review

SC&H Financial Advisors sold out of Pfizer (PFE) in Q3 2022, closing a stake of 4,094 shares — an estimated $215K sold.

SC&H Financial Advisors first reported a position in PFE in Q4 2021 and held it in 3 quarters. The position peaked at $251K in Q4 2021. 3,085 funds tracked by Wall St. Rank hold PFE as of Q3 2022.

  • SC&H Financial Advisors reported no remaining Pfizer position as of Q3 2022 after selling out during the quarter.
  • SC&H Financial Advisors sold 4,094 Pfizer shares in Q3 2022, an estimated $215K.
  • SC&H Financial Advisors first reported a position in Pfizer in Q4 2021 and held it in 3 quarters.
  • SC&H Financial Advisors's Pfizer position peaked at $251K in Q4 2021.
  • 3,085 funds tracked by Wall St. Rank held Pfizer as of Q3 2022.

Based on SC&H Financial Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.