AJ Wealth Strategies’s Pfizer PFE Stock Holding History

AJ Wealth Strategies’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 Q2	$211K	Hold	5,747	–	–	0.01%	277
2023 Q1	$234K	Buy	5,747 +20	+0.3%	+$864	0.01%	261
2022 Q4	$293K	Hold	5,727	–	–	0.02%	235
2022 Q3	$251K	Hold	5,727	–	–	0.01%	256
2022 Q2	$300K	Hold	5,727	–	–	0.02%	240
2022 Q1	$296K	Hold	5,727	–	–	0.01%	258
2021 Q4	$338K	Hold	5,727	–	–	0.02%	237
2021 Q3	$246K	Buy	5,727 +5	+0.1%	+$222	0.01%	256
2021 Q2	$224K	Hold	5,722	–	–	0.01%	252
2021 Q1	$207K	Sell	5,722 -258	-4%	-$9.16K	0.01%	245
2020 Q4	$220K	Sell	5,980 -320	-5%	-$11.7K	0.02%	219
2020 Q3	$219K	Buy	+6,300	New	+$221K	0.02%	199

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

AJ Wealth Strategies's PFE Position: Q2 2023 in Review

AJ Wealth Strategies held its Pfizer (PFE) position steady in Q2 2023 at 5,747 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #277.

AJ Wealth Strategies first reported a position in PFE in Q3 2020 and has held it in 12 quarters since. The position peaked at $338K in Q4 2021. 3,041 funds tracked by Wall St. Rank hold PFE as of Q2 2023.

AJ Wealth Strategies held 5,747 shares of Pfizer worth $211K as of Q2 2023.
AJ Wealth Strategies left its Pfizer share count unchanged in Q2 2023.
Pfizer made up 0.01% of AJ Wealth Strategies's portfolio in Q2 2023, its #277 holding.
AJ Wealth Strategies first reported a position in Pfizer in Q3 2020 and has held it in 12 quarters since.
AJ Wealth Strategies's Pfizer position peaked at $338K in Q4 2021.
3,041 funds tracked by Wall St. Rank held Pfizer as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.