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Alpha Financial Partners’s Pfizer PFE Stock Holding History

Alpha Financial 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
Q3 		– Sell
-8,013
Closed -$294K – 91
2023
Q2 		$294K Sell
8,013
-775
-9% -$30.2K 0.31% 67
2023
Q1 		$359K Buy
8,788
+957
+12% +$41.3K 0.4% 46
2022
Q4 		$401K Buy
+7,831
New +$375K 0.49% 39

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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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alpha Financial Partners's PFE Position: Q3 2023 in Review

Alpha Financial Partners sold out of Pfizer (PFE) in Q3 2023, closing a stake of 8,013 shares — an estimated $294K sold.

Alpha Financial Partners first reported a position in PFE in Q4 2022 and held it in 3 quarters. The position peaked at $401K in Q4 2022. 2,926 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

  • Alpha Financial Partners reported no remaining Pfizer position as of Q3 2023 after selling out during the quarter.
  • Alpha Financial Partners sold 8,013 Pfizer shares in Q3 2023, an estimated $294K.
  • Alpha Financial Partners first reported a position in Pfizer in Q4 2022 and held it in 3 quarters.
  • Alpha Financial Partners's Pfizer position peaked at $401K in Q4 2022.
  • 2,926 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on Alpha Financial Partners's 13F filing for Q3 2023, filed 7 Nov 2023.