WESPAC Advisors’s Pfizer PFE Stock Holding History

WESPAC 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 Q3	–	Sell	-31,341	Closed	-$1.64M	–	99
2022 Q2	$1.64M	Buy	31,341 +15,120	+93%	+$771K	1.25%	25
2022 Q1	$840K	Sell	16,221 -5,195	-24%	-$270K	0.91%	49
2021 Q4	$1.26M	Buy	+21,416	New	+$1.06M	0.85%	52
2017 Q1	–	Sell	-28,943	Closed	-$892K	–	121
2016 Q4	$892K	Buy	28,943 +8,629	+42%	+$263K	1%	40
2016 Q3	$653K	Sell	20,314 -2,108	-9%	-$70.5K	0.74%	54
2016 Q2	$749K	Buy	+22,422	New	+$716K	0.77%	46
2015 Q3	–	Sell	-7,592	Closed	-$242K	–	100
2015 Q2	$242K	Buy	7,592 +474	+7%	+$15.4K	0.18%	98
2015 Q1	$235K	Buy	+7,118	New	+$226K	0.18%	102
2014 Q4	–	Sell	-7,366	Closed	-$207K	–	147
2014 Q3	$207K	Buy	+7,366	New	+$207K	0.17%	117
2014 Q2	–	Sell	-8,739	Closed	-$266K	–	130
2014 Q1	$266K	Sell	8,739 -889	-9%	-$26.5K	0.23%	111
2013 Q4	$280K	Buy	9,628 +1,447	+18%	+$42.1K	0.23%	115
2013 Q3	$223K	Sell	8,181 -2,046	-20%	-$55.7K	0.26%	102
2013 Q2	$272K	Buy	+10,227	New	+$283K	0.41%	77

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

WESPAC Advisors's PFE Position: Q3 2022 in Review

WESPAC Advisors sold out of Pfizer (PFE) in Q3 2022, closing a stake of 31,341 shares — an estimated $1.64M sold.

WESPAC Advisors first reported a position in PFE in Q2 2013 and held it in 13 quarters. The position peaked at $1.64M in Q2 2022. 3,085 funds tracked by Wall St. Rank hold PFE as of Q3 2022.

WESPAC Advisors reported no remaining Pfizer position as of Q3 2022 after selling out during the quarter.
WESPAC Advisors sold 31,341 Pfizer shares in Q3 2022, an estimated $1.64M.
WESPAC Advisors first reported a position in Pfizer in Q2 2013 and held it in 13 quarters.
WESPAC Advisors's Pfizer position peaked at $1.64M in Q2 2022.
3,085 funds tracked by Wall St. Rank held Pfizer as of Q3 2022.

Based on WESPAC Advisors's 13F filing for Q3 2022, filed 18 Oct 2022.