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Atlas Wealth’s Pfizer PFE Stock Holding History

Atlas Wealth’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
Q1 		– Sell
-25,018
Closed -$830K – 84
2023
Q4 		$830K Hold
25,018
– – 0.45% 35
2023
Q3 		$830K Sell
25,018
-12,824
-34% -$453K 0.16% 82
2023
Q2 		$1.37M Sell
37,842
-13,531
-26% -$527K 0.25% 64
2023
Q1 		$2.1M Sell
51,373
-8,726
-15% -$377K 0.41% 52
2022
Q4 		$3.08M Buy
+60,099
New +$2.88M 0.83% 30

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Atlas Wealth's PFE Position: Q1 2024 in Review

Atlas Wealth sold out of Pfizer (PFE) in Q1 2024, closing a stake of 25,018 shares — an estimated $830K sold.

Atlas Wealth first reported a position in PFE in Q4 2022 and held it in 5 quarters. The position peaked at $3.08M in Q4 2022. 2,874 funds tracked by Wall St. Rank hold PFE as of Q1 2024.

  • Atlas Wealth reported no remaining Pfizer position as of Q1 2024 after selling out during the quarter.
  • Atlas Wealth sold 25,018 Pfizer shares in Q1 2024, an estimated $830K.
  • Atlas Wealth first reported a position in Pfizer in Q4 2022 and held it in 5 quarters.
  • Atlas Wealth's Pfizer position peaked at $3.08M in Q4 2022.
  • 2,874 funds tracked by Wall St. Rank held Pfizer as of Q1 2024.

Based on Atlas Wealth's 13F filing for Q1 2024, filed 10 May 2024.