Smith & Howard Wealth Management’s Pfizer PFE Stock Holding History

Smith & Howard Wealth Management’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	-4,980	Closed	-$255K	–	75
2022 Q4	$255K	Buy	4,980 +7	+0.1%	+$336	0.1%	60
2022 Q3	$218K	Buy	4,973 +560	+13%	+$27.2K	0.09%	61
2022 Q2	$231K	Buy	4,413 +6	+0.1%	+$306	0.1%	62
2022 Q1	$228K	Sell	4,407 -257	-6%	-$13.3K	0.1%	64
2021 Q4	$275K	Buy	+4,664	New	+$231K	0.12%	63
2020 Q1	–	Sell	-6,710	Closed	-$249K	–	84
2019 Q4	$249K	Buy	6,710 +780	+13%	+$27.8K	0.08%	73
2019 Q3	$202K	Buy	+5,930	New	+$216K	0.08%	75

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Smith & Howard Wealth Management's PFE Position: Q1 2023 in Review

Smith & Howard Wealth Management sold out of Pfizer (PFE) in Q1 2023, closing a stake of 4,980 shares — an estimated $255K sold.

Smith & Howard Wealth Management first reported a position in PFE in Q3 2019 and held it in 7 quarters. The position peaked at $275K in Q4 2021. 3,102 funds tracked by Wall St. Rank hold PFE as of Q1 2023.

Smith & Howard Wealth Management reported no remaining Pfizer position as of Q1 2023 after selling out during the quarter.
Smith & Howard Wealth Management sold 4,980 Pfizer shares in Q1 2023, an estimated $255K.
Smith & Howard Wealth Management first reported a position in Pfizer in Q3 2019 and held it in 7 quarters.
Smith & Howard Wealth Management's Pfizer position peaked at $275K in Q4 2021.
3,102 funds tracked by Wall St. Rank held Pfizer as of Q1 2023.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.