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Schwarz Dygos Wheeler Investment Advisors’s Pfizer PFE Stock Holding History

Schwarz Dygos Wheeler Investment 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
Q2 		– Sell
-3,933
Closed -$204K – 143
2022
Q1 		$204K Buy
+3,933
New +$204K 0.07% 131

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 $3.37T AUM 44.26% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's PFE Position: Q2 2022 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of Pfizer (PFE) in Q2 2022, closing a stake of 3,933 shares — an estimated $204K sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in PFE in Q1 2022 and held it in 1 quarter. The position peaked at $204K in Q1 2022. 3,158 funds tracked by Wall St. Rank hold PFE as of Q2 2022.

  • Schwarz Dygos Wheeler Investment Advisors reported no remaining Pfizer position as of Q2 2022 after selling out during the quarter.
  • Schwarz Dygos Wheeler Investment Advisors sold 3,933 Pfizer shares in Q2 2022, an estimated $204K.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Pfizer in Q1 2022 and held it in 1 quarter.
  • Schwarz Dygos Wheeler Investment Advisors's Pfizer position peaked at $204K in Q1 2022.
  • 3,158 funds tracked by Wall St. Rank held Pfizer as of Q2 2022.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.