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YorkBridge Wealth Partners’s Pfizer PFE Stock Holding History

YorkBridge Wealth Partners’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 		$4.38M Sell
85,512
-1,438
-2% -$68.9K 1.11% 20
2022
Q3 		$3.81M Buy
86,950
+1,579
+2% +$76.7K 0.98% 23
2022
Q2 		$4.48M Buy
85,371
+375
+0.4% +$19.1K 1.17% 18
2022
Q1 		$4.4M Buy
84,996
+237
+0.3% +$12.3K 0.97% 24
2021
Q4 		$5M Sell
84,759
-2,649
-3% -$131K 1.12% 21
2021
Q3 		$3.76M Buy
87,408
+718
+0.8% +$31.8K 0.95% 29
2021
Q2 		$3.4M Buy
86,690
+505
+0.6% +$19.6K 0.89% 31
2021
Q1 		$3.12M Buy
86,185
+3,118
+4% +$111K 0.92% 30
2020
Q4 		$3.06M Sell
83,067
-4,004
-5% -$147K 1.02% 27
2020
Q3 		$3.03M Buy
87,071
+3,582
+4% +$126K 1.27% 21
2020
Q2 		$2.59M Buy
83,489
+815
+1% +$27.7K 1.18% 24
2020
Q1 		$2.56M Sell
82,674
-190
-0.2% -$6.47K 1.57% 12
2019
Q4 		$3.08M Sell
82,864
-5,227
-6% -$186K 1.41% 15
2019
Q3 		$3M Sell
88,091
-569
-0.6% -$20.7K 1.51% 12
2019
Q2 		$3.64M Sell
88,660
-1,412
-2% -$56.1K 1.62% 9
2019
Q1 		$3.63M Sell
90,072
-489
-0.5% -$19.6K 1.67% 9
2018
Q4 		$3.75M Sell
90,561
-102
-0.1% -$4.23K 1.99% 7
2018
Q3 		$3.81M Buy
90,663
+808
+0.9% +$31.1K 1.74% 8
2018
Q2 		$3.09M Buy
89,855
+1,108
+1% +$37.9K 1.36% 15
2018
Q1 		$3.06M Buy
88,747
+2,846
+3% +$97.8K 1.41% 15
2017
Q4 		$2.83M Buy
85,901
+1,266
+1% +$43.2K 1.36% 13
2017
Q3 		$2.87M Sell
84,635
-3,266
-4% -$105K 1.49% 13
2017
Q2 		$2.82M Sell
87,901
-8,930
-9% -$282K 1.5% 12
2017
Q1 		$3.09M Buy
96,831
+16,510
+21% +$521K 1.62% 9
2016
Q4 		$2.42M Buy
+80,321
New +$2.45M 1.43% 12

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

YorkBridge Wealth Partners's PFE Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Pfizer (PFE) stake by 1.7% in Q4 2022, selling an estimated $68.9K and leaving 85,512 shares worth $4.38M. The position accounts for 1.11% of the portfolio, ranked #20.

YorkBridge Wealth Partners first reported a position in PFE in Q4 2016 and has held it in 25 quarters since. The position peaked at $5M in Q4 2021. 3,265 funds tracked by Wall St. Rank hold PFE as of Q4 2022.

  • YorkBridge Wealth Partners held 85,512 shares of Pfizer worth $4.38M as of Q4 2022.
  • YorkBridge Wealth Partners sold 1,438 Pfizer shares in Q4 2022, an estimated $68.9K.
  • Pfizer made up 1.11% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #20 holding.
  • YorkBridge Wealth Partners first reported a position in Pfizer in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's Pfizer position peaked at $5M in Q4 2021.
  • 3,265 funds tracked by Wall St. Rank held Pfizer as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.