US Financial Advisors’s Pfizer PFE Stock Holding History

US Financial Advisors’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	-4,074	Closed	-$209K	–	71
2022 Q4	$209K	Buy	+4,074	New	+$195K	0.1%	67
2016 Q2	–	Sell	-6,309	Closed	-$177K	–	299
2016 Q1	$177K	Sell	6,309 -700	-10%	-$20K	0.31%	49
2015 Q4	$215K	Sell	7,009 -517	-7%	-$16.3K	0.2%	63
2015 Q3	$224K	Buy	7,526 +676	+10%	+$21.7K	0.37%	52
2015 Q2	$218K	Sell	6,850 -395	-5%	-$12.9K	0.21%	52
2015 Q1	$239K	Buy	7,245 +148	+2%	+$4.71K	0.22%	52
2014 Q4	$210K	Buy	+7,097	New	+$203K	0.19%	53

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

US Financial Advisors's PFE Position: Q1 2023 in Review

US Financial Advisors sold out of Pfizer (PFE) in Q1 2023, closing a stake of 4,074 shares — an estimated $209K sold.

US Financial Advisors first reported a position in PFE in Q4 2014 and held it in 7 quarters. The position peaked at $239K in Q1 2015. 3,103 funds tracked by Wall St. Rank hold PFE as of Q1 2023.

US Financial Advisors reported no remaining Pfizer position as of Q1 2023 after selling out during the quarter.
US Financial Advisors sold 4,074 Pfizer shares in Q1 2023, an estimated $209K.
US Financial Advisors first reported a position in Pfizer in Q4 2014 and held it in 7 quarters.
US Financial Advisors's Pfizer position peaked at $239K in Q1 2015.
3,103 funds tracked by Wall St. Rank held Pfizer as of Q1 2023.

Based on US Financial Advisors's 13F filing for Q1 2023, filed 4 May 2023.