Astoria Portfolio Advisors’s Pfizer PFE Stock Holding History

Astoria Portfolio Advisors’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	-20,971	Closed	-$653K	–	199
2023 Q3	$653K	Sell	20,971 -832	-4%	-$29.4K	0.32%	62
2023 Q2	$786K	Buy	21,803 +1,955	+10%	+$76.1K	0.3%	62
2023 Q1	$812K	Buy	19,848 +1,530	+8%	+$66.1K	0.34%	49
2022 Q4	$826K	Buy	18,318 +1,327	+8%	+$63.6K	0.39%	49
2022 Q3	$744K	Buy	16,991 +3,828	+29%	+$186K	0.51%	46
2022 Q2	$690K	Buy	13,163 +3,993	+44%	+$203K	0.5%	48
2022 Q1	$475K	Buy	+9,170	New	+$476K	0.37%	63

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

Astoria Portfolio Advisors's PFE Position: Q4 2023 in Review

Astoria Portfolio Advisors sold out of Pfizer (PFE) in Q4 2023, closing a stake of 20,971 shares — an estimated $653K sold.

Astoria Portfolio Advisors first reported a position in PFE in Q1 2022 and held it in 7 quarters. The position peaked at $826K in Q4 2022. 2,936 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

Astoria Portfolio Advisors reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
Astoria Portfolio Advisors sold 20,971 Pfizer shares in Q4 2023, an estimated $653K.
Astoria Portfolio Advisors first reported a position in Pfizer in Q1 2022 and held it in 7 quarters.
Astoria Portfolio Advisors's Pfizer position peaked at $826K in Q4 2022.
2,936 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Astoria Portfolio Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.