Wela Strategies’s Pfizer PFE Stock Holding History

Wela Strategies’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	–	Sell	-7,325	Closed	-$433K	–	49
2021 Q4	$433K	Buy	7,325 +229	+3%	+$11.3K	0.21%	28
2021 Q3	$305K	Sell	7,096 -1,164	-14%	-$51.6K	0.16%	31
2021 Q2	$323K	Buy	8,260 +278	+3%	+$10.8K	0.13%	31
2021 Q1	$289K	Buy	7,982 +1,900	+31%	+$67.5K	0.16%	35
2020 Q4	$224K	Sell	6,082 -654	-10%	-$24K	0.13%	39
2020 Q3	$235K	Buy	+6,736	New	+$236K	0.15%	35

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wela Strategies's PFE Position: Q1 2022 in Review

Wela Strategies sold out of Pfizer (PFE) in Q1 2022, closing a stake of 7,325 shares — an estimated $433K sold.

Wela Strategies first reported a position in PFE in Q3 2020 and held it in 6 quarters. The position peaked at $433K in Q4 2021. 3,195 funds tracked by Wall St. Rank hold PFE as of Q1 2022.

Wela Strategies reported no remaining Pfizer position as of Q1 2022 after selling out during the quarter.
Wela Strategies sold 7,325 Pfizer shares in Q1 2022, an estimated $433K.
Wela Strategies first reported a position in Pfizer in Q3 2020 and held it in 6 quarters.
Wela Strategies's Pfizer position peaked at $433K in Q4 2021.
3,195 funds tracked by Wall St. Rank held Pfizer as of Q1 2022.

Based on Wela Strategies's 13F filing for Q1 2022, filed 13 Apr 2022.