APWM
PFE icon

Anchor Pointe Wealth Management’s Pfizer PFE Stock Holding History

Anchor Pointe 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
2024
Q4 		$281K Buy
+10,626
New +$288K 0.37% 55

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Anchor Pointe Wealth Management's PFE Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in Pfizer (PFE) in Q4 2024: 10,626 shares worth $281K. The stake represents 0.37% of the portfolio and ranks #55 among its holdings.

3,001 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

  • Anchor Pointe Wealth Management held 10,626 shares of Pfizer worth $281K as of Q4 2024.
  • Pfizer was a new Anchor Pointe Wealth Management position in Q4 2024.
  • Pfizer made up 0.37% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #55 holding.
  • 3,001 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.