American Institute for Advanced Investment Management’s Pfizer PFE Stock Holding History

American Institute for Advanced Investment 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 Q3	–	Sell	-7,096	Closed	-$260K	–	120
2023 Q2	$260K	Buy	+7,096	New	+$276K	0.23%	102
2023 Q1	–	Sell	-8,011	Closed	-$410K	–	111
2022 Q4	$410K	Buy	8,011 +675	+9%	+$32.4K	0.38%	72
2022 Q3	$321K	Hold	7,336	–	–	0.3%	75
2022 Q2	$385K	Hold	7,336	–	–	0.34%	74
2022 Q1	$380K	Buy	7,336 +65	+0.9%	+$3.37K	0.28%	79
2021 Q4	$429K	Hold	7,271	–	–	0.29%	77
2021 Q3	$313K	Sell	7,271 -85	-1%	-$3.77K	0.22%	92
2021 Q2	$288K	Sell	7,356 -1,175	-14%	-$45.7K	0.2%	95
2021 Q1	$309K	Buy	8,531 +1,010	+13%	+$35.9K	0.24%	86
2020 Q4	$277K	Sell	7,521 -259	-3%	-$9.5K	0.22%	86
2020 Q3	$271K	Sell	7,780 -1,475	-16%	-$51.7K	0.24%	82
2020 Q2	$287K	Buy	9,255 +316	+4%	+$10.7K	0.27%	74
2020 Q1	$277K	Sell	8,939 -1,280	-13%	-$43.6K	0.3%	72
2019 Q4	$380K	Buy	+10,219	New	+$364K	0.37%	62

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

American Institute for Advanced Investment Management's PFE Position: Q3 2023 in Review

American Institute for Advanced Investment Management sold out of Pfizer (PFE) in Q3 2023, closing a stake of 7,096 shares — an estimated $260K sold.

American Institute for Advanced Investment Management first reported a position in PFE in Q4 2019 and held it in 14 quarters. The position peaked at $429K in Q4 2021. 2,927 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

American Institute for Advanced Investment Management reported no remaining Pfizer position as of Q3 2023 after selling out during the quarter.
American Institute for Advanced Investment Management sold 7,096 Pfizer shares in Q3 2023, an estimated $260K.
American Institute for Advanced Investment Management first reported a position in Pfizer in Q4 2019 and held it in 14 quarters.
American Institute for Advanced Investment Management's Pfizer position peaked at $429K in Q4 2021.
2,927 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on American Institute for Advanced Investment Management's 13F filing for Q3 2023, filed 31 Oct 2023.