Atlas Private Wealth Management’s Pfizer PFE Stock Holding History

Atlas Private 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 Q2	–	Sell	-5,963	Closed	-$243K	–	122
2023 Q1	$243K	Buy	5,963 +690	+13%	+$29.8K	0.15%	105
2022 Q4	$270K	Sell	5,273 -100	-2%	-$4.79K	0.12%	103
2022 Q3	$235K	Hold	5,373	–	–	0.17%	103
2022 Q2	$282K	Sell	5,373 -162	-3%	-$8.26K	0.19%	101
2022 Q1	$287K	Buy	5,535 +180	+3%	+$9.34K	0.17%	111
2021 Q4	$316K	Buy	5,355 +100	+2%	+$4.96K	0.18%	113
2021 Q3	$226K	Buy	+5,255	New	+$233K	0.14%	113
2021 Q2	–	Sell	-3,685	Closed	-$134K	–	305
2021 Q1	$134K	Sell	3,685 -211	-5%	-$7.49K	0.09%	142
2020 Q4	$143K	Sell	3,896 -394	-9%	-$14.5K	0.1%	134
2020 Q3	$149K	Sell	4,290 -228	-5%	-$7.99K	0.12%	121
2020 Q2	$140K	Sell	4,518 -116	-3%	-$3.94K	0.11%	128
2020 Q1	$144K	Sell	4,634 -500	-10%	-$17K	0.13%	123
2019 Q4	$191K	Buy	+5,134	New	+$183K	0.15%	125

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

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

Atlas Private Wealth Management's PFE Position: Q2 2023 in Review

Atlas Private Wealth Management sold out of Pfizer (PFE) in Q2 2023, closing a stake of 5,963 shares — an estimated $243K sold.

Atlas Private Wealth Management first reported a position in PFE in Q4 2019 and held it in 13 quarters. The position peaked at $316K in Q4 2021. 3,041 funds tracked by Wall St. Rank hold PFE as of Q2 2023.

Atlas Private Wealth Management reported no remaining Pfizer position as of Q2 2023 after selling out during the quarter.
Atlas Private Wealth Management sold 5,963 Pfizer shares in Q2 2023, an estimated $243K.
Atlas Private Wealth Management first reported a position in Pfizer in Q4 2019 and held it in 13 quarters.
Atlas Private Wealth Management's Pfizer position peaked at $316K in Q4 2021.
3,041 funds tracked by Wall St. Rank held Pfizer as of Q2 2023.

Based on Atlas Private Wealth Management's 13F filing for Q2 2023, filed 13 Jul 2023.