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Annapolis Financial Services’s Pfizer PFE Stock Holding History

Annapolis Financial Services’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
Q3 		$22.1K Sell
764
-25
-3% -$729 0.01% 216
2024
Q2 		$22.1K Sell
789
-500
-39% -$13.8K 0.01% 211
2024
Q1 		$35.8K Sell
1,289
-100
-7% -$2.77K 0.01% 173
2023
Q4 		$40K Sell
1,389
-258
-16% -$7.8K 0.01% 220
2023
Q3 		$54.6K Sell
1,647
-1,779
-52% -$62.9K 0.02% 180
2023
Q2 		$126K Buy
3,426
+37
+1% +$1.44K 0.04% 131
2023
Q1 		$138K Sell
3,389
-1
-0% -$43 0.04% 124
2022
Q4 		$174K Sell
3,390
-761
-18% -$36.5K 0.06% 116
2022
Q3 		$182K Buy
4,151
+741
+22% +$36K 0.07% 108
2022
Q2 		$179K Buy
3,410
+126
+4% +$6.42K 0.07% 109
2022
Q1 		$170K Sell
3,284
-65
-2% -$3.37K 0.06% 120
2021
Q4 		$198K Sell
3,349
-151
-4% -$7.48K 0.06% 109
2021
Q3 		$151K Buy
3,500
+197
+6% +$8.73K 0.05% 113
2021
Q2 		$129K Buy
3,303
+206
+7% +$8.01K 0.04% 121
2021
Q1 		$112K Buy
3,097
+2,010
+185% +$71.4K 0.04% 120
2020
Q4 		$40K Buy
+1,087
New +$39.9K 0.02% 158

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Annapolis Financial Services's PFE Position: Q3 2024 in Review

Annapolis Financial Services reduced its Pfizer (PFE) stake by 3.2% in Q3 2024, selling an estimated $729 and leaving 764 shares worth $22.1K. The position accounts for 0.01% of the portfolio, ranked #216.

Annapolis Financial Services first reported a position in PFE in Q4 2020 and has held it in 16 quarters since. The position peaked at $198K in Q4 2021. 2,909 funds tracked by Wall St. Rank hold PFE as of Q3 2024.

  • Annapolis Financial Services held 764 shares of Pfizer worth $22.1K as of Q3 2024.
  • Annapolis Financial Services sold 25 Pfizer shares in Q3 2024, an estimated $729.
  • Pfizer made up 0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #216 holding.
  • Annapolis Financial Services first reported a position in Pfizer in Q4 2020 and has held it in 16 quarters since.
  • Annapolis Financial Services's Pfizer position peaked at $198K in Q4 2021.
  • 2,909 funds tracked by Wall St. Rank held Pfizer as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.