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USAdvisors Wealth Management’s Pfizer PFE Stock Holding History

USAdvisors Wealth Management’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
Q2 		– Sell
-4,126
Closed -$214K – 116
2022
Q1 		$214K Sell
4,126
-130
-3% -$6.75K 0.09% 117
2021
Q4 		$251K Buy
+4,256
New +$211K 0.1% 106

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
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
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

USAdvisors Wealth Management's PFE Position: Q2 2022 in Review

USAdvisors Wealth Management sold out of Pfizer (PFE) in Q2 2022, closing a stake of 4,126 shares — an estimated $214K sold.

USAdvisors Wealth Management first reported a position in PFE in Q4 2021 and held it in 2 quarters. The position peaked at $251K in Q4 2021. 3,157 funds tracked by Wall St. Rank hold PFE as of Q2 2022.

  • USAdvisors Wealth Management reported no remaining Pfizer position as of Q2 2022 after selling out during the quarter.
  • USAdvisors Wealth Management sold 4,126 Pfizer shares in Q2 2022, an estimated $214K.
  • USAdvisors Wealth Management first reported a position in Pfizer in Q4 2021 and held it in 2 quarters.
  • USAdvisors Wealth Management's Pfizer position peaked at $251K in Q4 2021.
  • 3,157 funds tracked by Wall St. Rank held Pfizer as of Q2 2022.

Based on USAdvisors Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.