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Accuvest Global Advisors’s Pfizer PFE Stock Holding History

Accuvest Global 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
Q4 		– Sell
-15,938
Closed -$529K – 119
2023
Q3 		$529K Buy
15,938
+2,698
+20% +$95.4K 0.29% 62
2023
Q2 		$486K Buy
13,240
+3,520
+36% +$137K 0.25% 78
2023
Q1 		$397K Sell
9,720
-16,234
-63% -$701K 0.18% 84
2022
Q4 		$1.33M Buy
25,954
+12,960
+100% +$621K 0.44% 51
2022
Q3 		$569K Buy
12,994
+1,848
+17% +$89.8K 0.39% 54
2022
Q2 		$584K Sell
11,146
-690
-6% -$35.2K 0.38% 54
2022
Q1 		$613K Buy
11,836
+1,395
+13% +$72.4K 0.31% 61
2021
Q4 		$617K Buy
10,441
+905
+9% +$44.8K 0.27% 61
2021
Q3 		$410K Buy
9,536
+517
+6% +$22.9K 0.19% 73
2021
Q2 		$353K Buy
9,019
+1,615
+22% +$62.8K 0.18% 69
2021
Q1 		$268K Buy
+7,404
New +$263K 0.14% 79
2020
Q2 		– Sell
-346
Closed -$11K – 59
2020
Q1 		$11K Buy
+346
New +$11.8K 0.03% 40
2019
Q1 		– Sell
-27,267
Closed -$1.13M – 127
2018
Q4 		$1.13M Buy
27,267
+1,946
+8% +$80.8K 0.59% 33
2018
Q3 		$1.06M Buy
25,321
+14,145
+127% +$545K 0.39% 43
2018
Q2 		$385K Buy
11,176
+11,012
+6,715% +$376K 0.15% 104
2018
Q1 		$6K Hold
164
– – ﹤0.01% 85
2017
Q4 		$6K Hold
164
– – ﹤0.01% 75
2017
Q3 		$6K Sell
164
-16,635
-99% -$535K 0.01% 61
2017
Q2 		$535K Buy
+16,799
New +$530K 0.18% 56
2015
Q1 		– Sell
-16,421
Closed -$485K – 86
2014
Q4 		$485K Buy
+16,421
New +$471K 0.1% 80

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Accuvest Global Advisors's PFE Position: Q4 2023 in Review

Accuvest Global Advisors sold out of Pfizer (PFE) in Q4 2023, closing a stake of 15,938 shares — an estimated $529K sold.

Accuvest Global Advisors first reported a position in PFE in Q4 2014 and held it in 20 quarters. The position peaked at $1.33M in Q4 2022. 2,940 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

  • Accuvest Global Advisors reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
  • Accuvest Global Advisors sold 15,938 Pfizer shares in Q4 2023, an estimated $529K.
  • Accuvest Global Advisors first reported a position in Pfizer in Q4 2014 and held it in 20 quarters.
  • Accuvest Global Advisors's Pfizer position peaked at $1.33M in Q4 2022.
  • 2,940 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Accuvest Global Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.