W.H. Cornerstone Investments’s Pfizer PFE Stock Holding History

W.H. Cornerstone Investments’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 Q2	–	Sell	-9,438	Closed	-$385K	–	129
2023 Q1	$385K	Sell	9,438 -15,017	-61%	-$649K	0.35%	78
2022 Q4	$1.17M	Buy	24,455 +1,045	+4%	+$50.1K	1.11%	26
2022 Q3	$981K	Buy	+23,410	New	+$1.14M	1.03%	29

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

W.H. Cornerstone Investments's PFE Position: Q2 2023 in Review

W.H. Cornerstone Investments sold out of Pfizer (PFE) in Q2 2023, closing a stake of 9,438 shares — an estimated $385K sold.

W.H. Cornerstone Investments first reported a position in PFE in Q3 2022 and held it in 3 quarters. The position peaked at $1.17M in Q4 2022. 3,042 funds tracked by Wall St. Rank hold PFE as of Q2 2023.

W.H. Cornerstone Investments reported no remaining Pfizer position as of Q2 2023 after selling out during the quarter.
W.H. Cornerstone Investments sold 9,438 Pfizer shares in Q2 2023, an estimated $385K.
W.H. Cornerstone Investments first reported a position in Pfizer in Q3 2022 and held it in 3 quarters.
W.H. Cornerstone Investments's Pfizer position peaked at $1.17M in Q4 2022.
3,042 funds tracked by Wall St. Rank held Pfizer as of Q2 2023.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2023, filed 12 Jul 2023.