Standard Family Office’s Pfizer PFE Stock Holding History

Standard Family Office’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	–	Sell	-5,755	Closed	-$252K	–	327
2022 Q3	$252K	Buy	+5,755	New	+$280K	0.11%	28
2021 Q4	–	Sell	-1,500	Closed	-$65K	–	235
2021 Q3	$65K	Sell	1,500 -17,589	-92%	-$779K	0.02%	43
2021 Q2	$748K	Buy	19,089 +7,500	+65%	+$292K	0.15%	68
2021 Q1	$420K	Sell	11,589 -1,490	-11%	-$52.9K	0.1%	77
2020 Q4	$481K	Buy	+13,079	New	+$480K	0.12%	71

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

Standard Family Office's PFE Position: Q4 2022 in Review

Standard Family Office sold out of Pfizer (PFE) in Q4 2022, closing a stake of 5,755 shares — an estimated $252K sold.

Standard Family Office first reported a position in PFE in Q4 2020 and held it in 5 quarters. The position peaked at $748K in Q2 2021. 3,265 funds tracked by Wall St. Rank hold PFE as of Q4 2022.

Standard Family Office reported no remaining Pfizer position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 5,755 Pfizer shares in Q4 2022, an estimated $252K.
Standard Family Office first reported a position in Pfizer in Q4 2020 and held it in 5 quarters.
Standard Family Office's Pfizer position peaked at $748K in Q2 2021.
3,265 funds tracked by Wall St. Rank held Pfizer as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.