Alterna Wealth Management’s Pfizer PFE Stock Holding History

Alterna Wealth Management’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	-6,300	Closed	-$257K	–	123
2023 Q1	$257K	Hold	6,300	–	–	0.32%	60
2022 Q4	$323K	Hold	6,300	–	–	0.36%	52
2022 Q3	$276K	Hold	6,300	–	–	0.33%	56
2022 Q2	$330K	Buy	+6,300	New	+$321K	0.34%	56
2019 Q1	–	Sell	-81,366	Closed	-$2.59M	–	273
2018 Q4	$2.59M	Buy	+81,366	New	+$3.38M	0.42%	39

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

Alterna Wealth Management's PFE Position: Q2 2023 in Review

Alterna Wealth Management sold out of Pfizer (PFE) in Q2 2023, closing a stake of 6,300 shares — an estimated $257K sold.

Alterna Wealth Management first reported a position in PFE in Q4 2018 and held it in 5 quarters. The position peaked at $2.59M in Q4 2018. 3,041 funds tracked by Wall St. Rank hold PFE as of Q2 2023.

Alterna Wealth Management reported no remaining Pfizer position as of Q2 2023 after selling out during the quarter.
Alterna Wealth Management sold 6,300 Pfizer shares in Q2 2023, an estimated $257K.
Alterna Wealth Management first reported a position in Pfizer in Q4 2018 and held it in 5 quarters.
Alterna Wealth Management's Pfizer position peaked at $2.59M in Q4 2018.
3,041 funds tracked by Wall St. Rank held Pfizer as of Q2 2023.

Based on Alterna Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.