Waterford Advisors’s Pfizer PFE Stock Holding History

Waterford 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	-4,166	Closed	-$213K	–	54
2022 Q4	$213K	Buy	+4,166	New	+$200K	0.12%	48

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

Waterford Advisors's PFE Position: Q1 2023 in Review

Waterford Advisors sold out of Pfizer (PFE) in Q1 2023, closing a stake of 4,166 shares — an estimated $213K sold.

Waterford Advisors first reported a position in PFE in Q4 2022 and held it in 1 quarter. The position peaked at $213K in Q4 2022. 3,103 funds tracked by Wall St. Rank hold PFE as of Q1 2023.

Waterford Advisors reported no remaining Pfizer position as of Q1 2023 after selling out during the quarter.
Waterford Advisors sold 4,166 Pfizer shares in Q1 2023, an estimated $213K.
Waterford Advisors first reported a position in Pfizer in Q4 2022 and held it in 1 quarter.
Waterford Advisors's Pfizer position peaked at $213K in Q4 2022.
3,103 funds tracked by Wall St. Rank held Pfizer as of Q1 2023.

Based on Waterford Advisors's 13F filing for Q1 2023, filed 2 May 2023.