White Lighthouse Investment Management’s Pfizer PFE Stock Holding History

White Lighthouse Investment Management’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	-4,810	Closed	-$246K	–	114
2022 Q4	$246K	Sell	4,810 -200	-4%	-$9.59K	0.07%	100
2022 Q3	$219K	Hold	5,010	–	–	0.06%	102
2022 Q2	$263K	Sell	5,010 -47	-0.9%	-$2.4K	0.08%	94
2022 Q1	$262K	Hold	5,057	–	–	0.07%	97
2021 Q4	$299K	Buy	+5,057	New	+$251K	0.07%	98
2020 Q2	–	Sell	-14,690	Closed	-$455K	–	114
2020 Q1	$455K	Buy	14,690 +148	+1%	+$5.04K	0.19%	79
2019 Q4	$541K	Hold	14,542	–	–	0.2%	77
2019 Q3	$496K	Sell	14,542 -4,425	-23%	-$161K	0.2%	78
2019 Q2	$780K	Hold	18,967	–	–	0.33%	57
2019 Q1	$764K	Buy	18,967 +10,836	+133%	+$434K	0.35%	59
2018 Q4	$337K	Sell	8,131 -605	-7%	-$25.1K	0.19%	89
2018 Q3	$365K	Sell	8,736 -421	-5%	-$16.2K	0.19%	85
2018 Q2	$315K	Sell	9,157 -659	-7%	-$22.5K	0.17%	91
2018 Q1	$331K	Buy	9,816 +2,187	+29%	+$75.2K	0.19%	90
2017 Q4	$262K	Buy	+7,629	New	+$260K	0.15%	103

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

White Lighthouse Investment Management's PFE Position: Q1 2023 in Review

White Lighthouse Investment Management sold out of Pfizer (PFE) in Q1 2023, closing a stake of 4,810 shares — an estimated $246K sold.

White Lighthouse Investment Management first reported a position in PFE in Q4 2017 and held it in 15 quarters. The position peaked at $780K in Q2 2019. 3,102 funds tracked by Wall St. Rank hold PFE as of Q1 2023.

White Lighthouse Investment Management reported no remaining Pfizer position as of Q1 2023 after selling out during the quarter.
White Lighthouse Investment Management sold 4,810 Pfizer shares in Q1 2023, an estimated $246K.
White Lighthouse Investment Management first reported a position in Pfizer in Q4 2017 and held it in 15 quarters.
White Lighthouse Investment Management's Pfizer position peaked at $780K in Q2 2019.
3,102 funds tracked by Wall St. Rank held Pfizer as of Q1 2023.

Based on White Lighthouse Investment Management's 13F filing for Q1 2023, filed 20 Apr 2023.