SFP
PFE icon

Sterling Financial Planning’s Pfizer PFE Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-2,438
Closed -$105K – 300
2021
Q3 		$105K Sell
2,438
-6,864
-74% -$304K 0.07% 124
2021
Q2 		$364K Sell
9,302
-1,396
-13% -$54.3K 0.24% 54
2021
Q1 		$388K Buy
10,698
+2,521
+31% +$89.5K 0.28% 53
2020
Q4 		$301K Buy
+8,177
New +$300K 0.24% 55

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sterling Financial Planning's PFE Position: Q4 2021 in Review

Sterling Financial Planning sold out of Pfizer (PFE) in Q4 2021, closing a stake of 2,438 shares — an estimated $105K sold.

Sterling Financial Planning first reported a position in PFE in Q4 2020 and held it in 4 quarters. The position peaked at $388K in Q1 2021. 3,262 funds tracked by Wall St. Rank hold PFE as of Q4 2021.

  • Sterling Financial Planning reported no remaining Pfizer position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 2,438 Pfizer shares in Q4 2021, an estimated $105K.
  • Sterling Financial Planning first reported a position in Pfizer in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Pfizer position peaked at $388K in Q1 2021.
  • 3,262 funds tracked by Wall St. Rank held Pfizer as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.