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Ahrens Investment Partners’s Pfizer PFE Stock Holding History

Ahrens Investment 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
2023
Q1 		$198K Sell
4,855
-628
-11% -$27.1K 0.1% 144
2022
Q4 		$281K Sell
5,483
-970
-15% -$46.5K 0.13% 128
2022
Q3 		$282K Buy
6,453
+27
+0.4% +$1.31K 0.15% 115
2022
Q2 		$337K Sell
6,426
-474
-7% -$24.2K 0.15% 112
2022
Q1 		$357K Sell
6,900
-78
-1% -$4.05K 0.11% 131
2021
Q4 		$412K Buy
6,978
+19
+0.3% +$941 0.18% 114
2021
Q3 		$299K Buy
6,959
+1,134
+19% +$50.2K 0.14% 149
2021
Q2 		$228K Buy
5,825
+16
+0.3% +$622 0.11% 203
2021
Q1 		$210K Sell
5,809
-201
-3% -$7.14K 0.11% 186
2020
Q4 		$221K Sell
6,010
-2,073
-26% -$76K 0.12% 158
2020
Q3 		$281K Sell
8,083
-4,422
-35% -$155K 0.19% 118
2020
Q2 		$388K Buy
+12,505
New +$425K 0.24% 87
2019
Q3 		– Sell
-8,324
Closed -$342K – 173
2019
Q2 		$342K Buy
8,324
+10
+0.1% +$397 0.16% 93
2019
Q1 		$335K Sell
8,314
-3,113
-27% -$125K 0.15% 97
2018
Q4 		$473K Sell
11,427
-1,048
-8% -$43.5K 0.22% 76
2018
Q3 		$522K Buy
12,475
+741
+6% +$28.5K 0.2% 82
2018
Q2 		$404K Buy
+11,734
New +$401K 0.17% 85
2017
Q4 		– Sell
-6,009
Closed -$204K – 168
2017
Q3 		$204K Buy
+6,009
New +$193K 0.09% 141

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ahrens Investment Partners's PFE Position: Q1 2023 in Review

Ahrens Investment Partners reduced its Pfizer (PFE) stake by 11% in Q1 2023, selling an estimated $27.1K and leaving 4,855 shares worth $198K. The position accounts for 0.1% of the portfolio, ranked #144.

Ahrens Investment Partners first reported a position in PFE in Q3 2017 and has held it in 18 quarters since. The position peaked at $522K in Q3 2018. 3,102 funds tracked by Wall St. Rank hold PFE as of Q1 2023.

  • Ahrens Investment Partners held 4,855 shares of Pfizer worth $198K as of Q1 2023.
  • Ahrens Investment Partners sold 628 Pfizer shares in Q1 2023, an estimated $27.1K.
  • Pfizer made up 0.1% of Ahrens Investment Partners's portfolio in Q1 2023, its #144 holding.
  • Ahrens Investment Partners first reported a position in Pfizer in Q3 2017 and has held it in 18 quarters since.
  • Ahrens Investment Partners's Pfizer position peaked at $522K in Q3 2018.
  • 3,102 funds tracked by Wall St. Rank held Pfizer as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.