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Stonebridge Financial Planning Group’s Pfizer PFE Stock Holding History

Stonebridge Financial Planning Group’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
Q1 		– Sell
-1,900
Closed -$103K – 290
2021
Q4 		$103K Sell
1,900
-150
-7% -$7.43K 0.05% 159
2021
Q3 		$92K Sell
2,050
-100
-5% -$4.43K 0.05% 174
2021
Q2 		$85K Hold
2,150
– – 0.05% 175
2021
Q1 		$79K Hold
2,150
– – 0.05% 179
2020
Q4 		$79K Buy
2,150
+358
+20% +$13.1K 0.05% 166
2020
Q3 		$65K Sell
1,792
-79
-4% -$2.77K 0.05% 162
2020
Q2 		$61K Hold
1,871
– – 0.05% 161
2020
Q1 		$61K Buy
1,871
+395
+27% +$13.5K 0.06% 153
2019
Q4 		$55K Buy
+1,476
New +$52.6K 0.05% 166

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Stonebridge Financial Planning Group's PFE Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Pfizer (PFE) in Q1 2022, closing a stake of 1,900 shares — an estimated $103K sold.

Stonebridge Financial Planning Group first reported a position in PFE in Q4 2019 and held it in 9 quarters. The position peaked at $103K in Q4 2021. 3,195 funds tracked by Wall St. Rank hold PFE as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining Pfizer position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 1,900 Pfizer shares in Q1 2022, an estimated $103K.
  • Stonebridge Financial Planning Group first reported a position in Pfizer in Q4 2019 and held it in 9 quarters.
  • Stonebridge Financial Planning Group's Pfizer position peaked at $103K in Q4 2021.
  • 3,195 funds tracked by Wall St. Rank held Pfizer as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.