Adirondack Retirement Specialists’s Pfizer PFE Stock Holding History

Adirondack Retirement Specialists’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 Q3	–	Sell	-500	Closed	-$18.3K	–	100
2023 Q2	$18.3K	Hold	500	–	–	0.01%	44
2023 Q1	$20.4K	Hold	500	–	–	0.02%	56
2022 Q4	$25.6K	Hold	500	–	–	0.03%	33
2022 Q3	$22K	Buy	+500	New	+$24.3K	0.02%	38

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Adirondack Retirement Specialists's PFE Position: Q3 2023 in Review

Adirondack Retirement Specialists sold out of Pfizer (PFE) in Q3 2023, closing a stake of 500 shares — an estimated $18.3K sold.

Adirondack Retirement Specialists first reported a position in PFE in Q3 2022 and held it in 4 quarters. The position peaked at $25.6K in Q4 2022. 2,926 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

Adirondack Retirement Specialists reported no remaining Pfizer position as of Q3 2023 after selling out during the quarter.
Adirondack Retirement Specialists sold 500 Pfizer shares in Q3 2023, an estimated $18.3K.
Adirondack Retirement Specialists first reported a position in Pfizer in Q3 2022 and held it in 4 quarters.
Adirondack Retirement Specialists's Pfizer position peaked at $25.6K in Q4 2022.
2,926 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on Adirondack Retirement Specialists's 13F filing for Q3 2023, filed 24 Oct 2023.