Aspire Wealth Management’s Pfizer PFE Stock Holding History

Aspire 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	-6,276	Closed	-$208K	–	184
2023 Q3	$208K	Sell	6,276 -85	-1%	-$3.01K	0.16%	87
2023 Q2	$233K	Sell	6,361 -30	-0.5%	-$1.17K	0.18%	82
2023 Q1	$261K	Sell	6,391 -6	-0.1%	-$259	0.21%	74
2022 Q4	$328K	Sell	6,397 -1	-0%	-$48	0.29%	61
2022 Q3	$280K	Buy	6,398 +3	+0%	+$146	0.26%	61
2022 Q2	$335K	Sell	6,395 -97	-1%	-$4.94K	0.31%	60
2022 Q1	$336K	Sell	6,492 -195	-3%	-$10.1K	0.27%	62
2021 Q4	$395K	Buy	+6,687	New	+$331K	0.32%	54

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Aspire Wealth Management sold out of Pfizer (PFE) in Q4 2023, closing a stake of 6,276 shares — an estimated $208K sold.

Aspire Wealth Management first reported a position in PFE in Q4 2021 and held it in 8 quarters. The position peaked at $395K in Q4 2021. 2,935 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

Aspire Wealth Management reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
Aspire Wealth Management sold 6,276 Pfizer shares in Q4 2023, an estimated $208K.
Aspire Wealth Management first reported a position in Pfizer in Q4 2021 and held it in 8 quarters.
Aspire Wealth Management's Pfizer position peaked at $395K in Q4 2021.
2,935 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Aspire Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.