Win Advisors’s Pfizer PFE Stock Holding History

Win 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
2023 Q1	–	Sell	-870	Closed	-$44.6K	–	112
2022 Q4	$44.6K	Buy	870 +66	+8%	+$3.16K	0.02%	43
2022 Q3	$35K	Sell	804 -239	-23%	-$11.6K	0.01%	32
2022 Q2	$55K	Buy	1,043 +480	+85%	+$24.5K	0.11%	41
2022 Q1	$29K	Buy	+563	New	+$29.2K	0.01%	94

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

Win Advisors's PFE Position: Q1 2023 in Review

Win Advisors sold out of Pfizer (PFE) in Q1 2023, closing a stake of 870 shares — an estimated $44.6K sold.

Win Advisors first reported a position in PFE in Q1 2022 and held it in 4 quarters. The position peaked at $55K in Q2 2022. 3,103 funds tracked by Wall St. Rank hold PFE as of Q1 2023.

Win Advisors reported no remaining Pfizer position as of Q1 2023 after selling out during the quarter.
Win Advisors sold 870 Pfizer shares in Q1 2023, an estimated $44.6K.
Win Advisors first reported a position in Pfizer in Q1 2022 and held it in 4 quarters.
Win Advisors's Pfizer position peaked at $55K in Q2 2022.
3,103 funds tracked by Wall St. Rank held Pfizer as of Q1 2023.

Based on Win Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.