Advisors Preferred’s Pfizer PFE Stock Holding History

Advisors Preferred’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	-13,044	Closed	-$478K	–	248
2023 Q2	$478K	Buy	13,044 +1,271	+11%	+$49.5K	0.12%	71
2023 Q1	$487K	Buy	11,773 +572	+5%	+$24.7K	0.17%	72
2022 Q4	$574K	Buy	+11,201	New	+$537K	0.24%	65
2022 Q1	–	Sell	-11,209	Closed	-$822K	–	198
2021 Q4	$822K	Buy	11,209 +1,484	+15%	+$73.5K	0.08%	86
2021 Q3	$417K	Sell	9,725 -1,242	-11%	-$55K	0.06%	99
2021 Q2	$434K	Sell	10,967 -1,719	-14%	-$66.8K	0.04%	98
2021 Q1	$461K	Buy	12,686 +5,045	+66%	+$179K	0.07%	85
2020 Q4	$281K	Sell	7,641 -3,346	-30%	-$123K	0.05%	136
2020 Q3	$383K	Buy	10,987 +3,352	+44%	+$118K	0.08%	65
2020 Q2	$244K	Buy	+7,635	New	+$259K	0.07%	67
2019 Q4	–	Sell	-31,684	Closed	-$1.08M	–	302
2019 Q3	$1.08M	Buy	+31,684	New	+$1.15M	0.27%	37
2019 Q1	–	Sell	-8,236	Closed	-$341K	–	233
2018 Q4	$341K	Sell	8,236 -8,685	-51%	-$361K	0.41%	43
2018 Q3	$708K	Buy	+16,921	New	+$651K	0.32%	32

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

Advisors Preferred's PFE Position: Q3 2023 in Review

Advisors Preferred sold out of Pfizer (PFE) in Q3 2023, closing a stake of 13,044 shares — an estimated $478K sold.

Advisors Preferred first reported a position in PFE in Q3 2018 and held it in 13 quarters. The position peaked at $1.08M in Q3 2019. 2,925 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

Advisors Preferred reported no remaining Pfizer position as of Q3 2023 after selling out during the quarter.
Advisors Preferred sold 13,044 Pfizer shares in Q3 2023, an estimated $478K.
Advisors Preferred first reported a position in Pfizer in Q3 2018 and held it in 13 quarters.
Advisors Preferred's Pfizer position peaked at $1.08M in Q3 2019.
2,925 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on Advisors Preferred's 13F filing for Q3 2023, filed 7 Nov 2023.