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Strategic Wealth Investment Group’s Pfizer PFE Stock Holding History

Strategic Wealth Investment 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
2023
Q1 		– Sell
-5,064
Closed -$228K – 139
2022
Q4 		$228K Buy
+5,064
New +$243K 0.05% 110
2022
Q3 		– Sell
-4,049
Closed -$212K – 121
2022
Q2 		$212K Buy
+4,049
New +$206K 0.05% 125
2022
Q1 		– Sell
-4,181
Closed -$247K – 110
2021
Q4 		$247K Buy
+4,181
New +$207K 0.06% 75

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Strategic Wealth Investment Group's PFE Position: Q1 2023 in Review

Strategic Wealth Investment Group sold out of Pfizer (PFE) in Q1 2023, closing a stake of 5,064 shares — an estimated $228K sold.

Strategic Wealth Investment Group first reported a position in PFE in Q4 2021 and held it in 3 quarters. The position peaked at $247K in Q4 2021. 3,102 funds tracked by Wall St. Rank hold PFE as of Q1 2023.

  • Strategic Wealth Investment Group reported no remaining Pfizer position as of Q1 2023 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 5,064 Pfizer shares in Q1 2023, an estimated $228K.
  • Strategic Wealth Investment Group first reported a position in Pfizer in Q4 2021 and held it in 3 quarters.
  • Strategic Wealth Investment Group's Pfizer position peaked at $247K in Q4 2021.
  • 3,102 funds tracked by Wall St. Rank held Pfizer as of Q1 2023.

Based on Strategic Wealth Investment Group's 13F filing for Q1 2023, filed 20 Apr 2023.