Wipfli Financial Advisors’s Pfizer PFE Stock Holding History

Wipfli Financial 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	$1.96M	Buy	+44,782	New	+$2.18M	0.14%	67

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

Wipfli Financial Advisors's PFE Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Pfizer (PFE) in Q3 2022: 44,782 shares worth $1.96M. The stake represents 0.14% of the portfolio and ranks #67 among its holdings.

3,085 funds tracked by Wall St. Rank hold PFE as of Q3 2022.

Wipfli Financial Advisors held 44,782 shares of Pfizer worth $1.96M as of Q3 2022.
Pfizer was a new Wipfli Financial Advisors position in Q3 2022.
Pfizer made up 0.14% of Wipfli Financial Advisors's portfolio in Q3 2022, its #67 holding.
3,085 funds tracked by Wall St. Rank held Pfizer as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.