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Wealthstreet Investment Advisors’s Pfizer PFE Stock Holding History

Wealthstreet Investment 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
2022
Q1 		$6K Hold
113
– – 0.16% 64
2021
Q4 		$7K Hold
113
– – 0.17% 62
2021
Q3 		$5K Sell
113
-309
-73% -$13.7K 0.14% 64
2021
Q2 		$16K Sell
422
-134,263
-100% -$5.22M 0.08% 70
2021
Q1 		$4.88M Sell
134,685
-668
-0.5% -$23.7K 0.48% 51
2020
Q4 		$4.98M Sell
135,353
-5,828
-4% -$214K 0.5% 50
2020
Q3 		$4.92M Buy
141,181
+2,319
+2% +$81.3K 0.55% 45
2020
Q2 		$4.31M Buy
138,862
+8,326
+6% +$283K 0.53% 47
2020
Q1 		$4.04M Buy
130,536
+153
+0.1% +$5.21K 0.6% 45
2019
Q4 		$4.85M Hold
130,383
– – 0.57% 47
2019
Q3 		$4.73M Sell
130,383
-6,746
-5% -$245K 0.6% 46
2019
Q2 		$5.64M Sell
137,129
-11,222
-8% -$446K 0.73% 36
2019
Q1 		$5.98M Sell
148,351
-3,934
-3% -$158K 0.79% 36
2018
Q4 		$5.71M Sell
152,285
-2,899
-2% -$120K 0.8% 34
2018
Q3 		$6.49M Sell
155,184
-215
-0.1% -$8.28K 0.8% 32
2018
Q2 		$5.35M Sell
155,399
-2,522
-2% -$86.2K 0.71% 37
2018
Q1 		$5.32M Buy
157,921
+2,621
+2% +$90.1K 0.67% 35
2017
Q4 		$5.34M Buy
+155,300
New +$5.3M 0.65% 36

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Wealthstreet Investment Advisors's PFE Position: Q1 2022 in Review

Wealthstreet Investment Advisors held its Pfizer (PFE) position steady in Q1 2022 at 113 shares worth $6K. The position accounts for 0.16% of the portfolio, ranked #64.

Wealthstreet Investment Advisors first reported a position in PFE in Q4 2017 and has held it in 18 quarters since. The position peaked at $6.49M in Q3 2018. 3,195 funds tracked by Wall St. Rank hold PFE as of Q1 2022.

  • Wealthstreet Investment Advisors held 113 shares of Pfizer worth $6K as of Q1 2022.
  • Wealthstreet Investment Advisors left its Pfizer share count unchanged in Q1 2022.
  • Pfizer made up 0.16% of Wealthstreet Investment Advisors's portfolio in Q1 2022, its #64 holding.
  • Wealthstreet Investment Advisors first reported a position in Pfizer in Q4 2017 and has held it in 18 quarters since.
  • Wealthstreet Investment Advisors's Pfizer position peaked at $6.49M in Q3 2018.
  • 3,195 funds tracked by Wall St. Rank held Pfizer as of Q1 2022.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.