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All Terrain Financial Advisors’s Pfizer PFE Stock Holding History

All Terrain Financial 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
2020
Q4 		– Sell
-2,108
Closed -$73K – 107
2020
Q3 		$73K Buy
+2,108
New +$73.9K 0.03% 91
2018
Q4 		– Sell
-316
Closed -$13K – 230
2018
Q3 		$13K Buy
+316
New +$12.2K 0.01% 231

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

All Terrain Financial Advisors's PFE Position: Q4 2023 in Review

All Terrain Financial Advisors sold out of Pfizer (PFE) in Q4 2023, closing a stake of 88,130 shares — an estimated $2.92M sold.

All Terrain Financial Advisors first reported a position in PFE in Q4 2017 and held it in 24 quarters. The position peaked at $4.48M in Q4 2021. 2,935 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

  • All Terrain Financial Advisors reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
  • All Terrain Financial Advisors sold 88,130 Pfizer shares in Q4 2023, an estimated $2.92M.
  • All Terrain Financial Advisors first reported a position in Pfizer in Q4 2017 and held it in 24 quarters.
  • All Terrain Financial Advisors's Pfizer position peaked at $4.48M in Q4 2021.
  • 2,935 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on All Terrain Financial Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.