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Vericrest Private Wealth’s Pfizer PFE Stock Holding History

Vericrest Private Wealth’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 		$247K Hold
4,715
– – 0.3% 36
2022
Q1 		$244K Hold
4,715
– – 0.25% 37
2021
Q4 		$278K Buy
+4,715
New +$234K 0.26% 37

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

Vericrest Private Wealth's PFE Position: Q2 2022 in Review

Vericrest Private Wealth held its Pfizer (PFE) position steady in Q2 2022 at 4,715 shares worth $247K. The position accounts for 0.3% of the portfolio, ranked #36.

Vericrest Private Wealth first reported a position in PFE in Q4 2021 and has held it in 3 quarters since. The position peaked at $278K in Q4 2021. 3,157 funds tracked by Wall St. Rank hold PFE as of Q2 2022.

  • Vericrest Private Wealth held 4,715 shares of Pfizer worth $247K as of Q2 2022.
  • Vericrest Private Wealth left its Pfizer share count unchanged in Q2 2022.
  • Pfizer made up 0.3% of Vericrest Private Wealth's portfolio in Q2 2022, its #36 holding.
  • Vericrest Private Wealth first reported a position in Pfizer in Q4 2021 and has held it in 3 quarters since.
  • Vericrest Private Wealth's Pfizer position peaked at $278K in Q4 2021.
  • 3,157 funds tracked by Wall St. Rank held Pfizer as of Q2 2022.

Based on Vericrest Private Wealth's 13F filing for Q2 2022, filed 15 Aug 2022.