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AA Financial Advisors’s Pfizer PFE Stock Holding History

AA 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
2024
Q4 		– Sell
-7,392
Closed -$214K – 175
2024
Q3 		$214K Sell
7,392
-5,648
-43% -$165K 0.06% 162
2024
Q2 		$365K Buy
13,040
+1,574
+14% +$43.3K 0.13% 115
2024
Q1 		$318K Buy
+11,466
New +$318K 0.13% 119

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AA Financial Advisors's PFE Position: Q4 2024 in Review

AA Financial Advisors sold out of Pfizer (PFE) in Q4 2024, closing a stake of 7,392 shares — an estimated $214K sold.

AA Financial Advisors first reported a position in PFE in Q1 2024 and held it in 3 quarters. The position peaked at $365K in Q2 2024. 2,996 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

  • AA Financial Advisors reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
  • AA Financial Advisors sold 7,392 Pfizer shares in Q4 2024, an estimated $214K.
  • AA Financial Advisors first reported a position in Pfizer in Q1 2024 and held it in 3 quarters.
  • AA Financial Advisors's Pfizer position peaked at $365K in Q2 2024.
  • 2,996 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on AA Financial Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.