Alterity Financial Group’s Pfizer PFE Stock Holding History

Alterity Financial Group’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	–	Sell	-5,402	Closed	-$220K	–	79
2023 Q1	$220K	Sell	5,402 -72	-1%	-$3.11K	0.32%	71
2022 Q4	$280K	Buy	5,474 +243	+5%	+$11.7K	0.45%	54
2022 Q3	$229K	Sell	5,231 -748	-13%	-$36.3K	0.37%	67
2022 Q2	$313K	Buy	+5,979	New	+$305K	0.47%	57
2021 Q4	$327K	Buy	+5,531	New	+$274K	0.35%	72
2021 Q1	$295K	Buy	+5,698	New	+$202K	0.36%	64

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

Alterity Financial Group's PFE Position: Q2 2023 in Review

Alterity Financial Group sold out of Pfizer (PFE) in Q2 2023, closing a stake of 5,402 shares — an estimated $220K sold.

Alterity Financial Group first reported a position in PFE in Q1 2021 and held it in 6 quarters. The position peaked at $327K in Q4 2021. 3,041 funds tracked by Wall St. Rank hold PFE as of Q2 2023.

Alterity Financial Group reported no remaining Pfizer position as of Q2 2023 after selling out during the quarter.
Alterity Financial Group sold 5,402 Pfizer shares in Q2 2023, an estimated $220K.
Alterity Financial Group first reported a position in Pfizer in Q1 2021 and held it in 6 quarters.
Alterity Financial Group's Pfizer position peaked at $327K in Q4 2021.
3,041 funds tracked by Wall St. Rank held Pfizer as of Q2 2023.

Based on Alterity Financial Group's 13F filing for Q2 2023, filed 18 Jul 2023.