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West Coast Financial’s Pfizer PFE Stock Holding History

West Coast Financial’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
Q4 		– Sell
-4,720
Closed -$207K – 132
2022
Q3 		$207K Hold
4,720
– – 0.04% 119
2022
Q2 		$247K Sell
4,720
-443
-9% -$22.6K 0.04% 109
2022
Q1 		$267K Buy
5,163
+193
+4% +$10K 0.04% 115
2021
Q4 		$294K Buy
+4,970
New +$246K 0.04% 113
2020
Q4 		– Sell
-5,961
Closed -$208K – 120
2020
Q3 		$208K Buy
+5,961
New +$209K 0.05% 104
2019
Q2 		– Sell
-5,097
Closed -$205K – 115
2019
Q1 		$205K Buy
5,097
+225
+5% +$9.01K 0.05% 114
2018
Q4 		$202K Sell
4,872
-387
-7% -$16.1K 0.06% 105
2018
Q3 		$220K Buy
+5,259
New +$202K 0.05% 128
2017
Q4 		– Sell
-9,029
Closed -$306K – 126
2017
Q3 		$306K Buy
9,029
+1,163
+15% +$37.4K 0.08% 115
2017
Q2 		$251K Hold
7,866
– – 0.08% 104
2017
Q1 		$255K Sell
7,866
-145
-2% -$4.57K 0.08% 110
2016
Q4 		$242K Sell
8,011
-508
-6% -$15.5K 0.08% 116
2016
Q3 		$274K Sell
8,519
-1,226
-13% -$41K 0.09% 113
2016
Q2 		$326K Buy
+9,745
New +$311K 0.12% 83
2015
Q3 		– Sell
-6,446
Closed -$205K – 97
2015
Q2 		$205K Hold
6,446
– – 0.09% 93
2015
Q1 		$213K Sell
6,446
-994
-13% -$31.6K 0.1% 92
2014
Q4 		$220K Hold
7,440
– – 0.11% 83
2014
Q3 		$209K Sell
7,440
-820
-10% -$23K 0.12% 84
2014
Q2 		$209K Sell
8,260
-2,659
-24% -$75.8K 0.11% 87
2014
Q1 		$333K Buy
10,919
+1,714
+19% +$51.1K 0.17% 79
2013
Q4 		$268K Sell
9,205
-113
-1% -$3.29K 0.14% 82
2013
Q3 		$254K Buy
9,318
+219
+2% +$5.96K 0.14% 80
2013
Q2 		$242K Buy
+9,099
New +$251K 0.13% 86

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

West Coast Financial's PFE Position: Q4 2022 in Review

West Coast Financial sold out of Pfizer (PFE) in Q4 2022, closing a stake of 4,720 shares — an estimated $207K sold.

West Coast Financial first reported a position in PFE in Q2 2013 and held it in 23 quarters. The position peaked at $333K in Q1 2014. 3,269 funds tracked by Wall St. Rank hold PFE as of Q4 2022.

  • West Coast Financial reported no remaining Pfizer position as of Q4 2022 after selling out during the quarter.
  • West Coast Financial sold 4,720 Pfizer shares in Q4 2022, an estimated $207K.
  • West Coast Financial first reported a position in Pfizer in Q2 2013 and held it in 23 quarters.
  • West Coast Financial's Pfizer position peaked at $333K in Q1 2014.
  • 3,269 funds tracked by Wall St. Rank held Pfizer as of Q4 2022.

Based on West Coast Financial's 13F filing for Q4 2022, filed 14 Feb 2023.