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Ameliora Wealth Management’s Pfizer PFE Stock Holding History

Ameliora 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
Q4 		– Sell
-256
Closed -$8.49K – 216
2023
Q3 		$8.49K Buy
+256
New +$9.05K 0.01% 190
2023
Q1 		– Sell
-3,263
Closed -$167K – 250
2022
Q4 		$167K Hold
3,263
– – 0.09% 78
2022
Q3 		$137K Buy
+3,263
New +$159K 0.07% 87

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

Ameliora Wealth Management's PFE Position: Q4 2023 in Review

Ameliora Wealth Management sold out of Pfizer (PFE) in Q4 2023, closing a stake of 256 shares — an estimated $8.49K sold.

Ameliora Wealth Management first reported a position in PFE in Q3 2022 and held it in 3 quarters. The position peaked at $167K in Q4 2022. 2,936 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

  • Ameliora Wealth Management reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
  • Ameliora Wealth Management sold 256 Pfizer shares in Q4 2023, an estimated $8.49K.
  • Ameliora Wealth Management first reported a position in Pfizer in Q3 2022 and held it in 3 quarters.
  • Ameliora Wealth Management's Pfizer position peaked at $167K in Q4 2022.
  • 2,936 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Ameliora Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.