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Aurora Private Wealth’s Pfizer PFE Stock Holding History

Aurora Private 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
-9,287
Closed -$267K – 167
2023
Q4 		$267K Sell
9,287
-1,338
-13% -$40.4K 0.25% 113
2023
Q3 		$352K Sell
10,625
-3,914
-27% -$138K 0.39% 74
2023
Q2 		$533K Buy
14,539
+2,631
+22% +$102K 0.61% 46
2023
Q1 		$486K Buy
11,908
+57
+0.5% +$2.46K 0.52% 50
2022
Q4 		$607K Sell
11,851
-3,262
-22% -$156K 0.69% 42
2022
Q3 		$661K Sell
15,113
-925
-6% -$44.9K 0.31% 56
2022
Q2 		$841K Sell
16,038
-1,583
-9% -$80.7K 0.38% 48
2022
Q1 		$912K Sell
17,621
-818
-4% -$42.4K 0.38% 51
2021
Q4 		$1.09M Sell
18,439
-11,240
-38% -$557K 0.47% 39
2021
Q3 		$1.28M Buy
29,679
+51
+0.2% +$2.26K 0.52% 36
2021
Q2 		$1.16M Buy
29,628
+1,211
+4% +$47.1K 0.46% 47
2021
Q1 		$1.03M Sell
28,417
-4,806
-14% -$171K 0.43% 49
2020
Q4 		$1.22M Sell
33,223
-1,356
-4% -$49.7K 0.52% 36
2020
Q3 		$1.2M Buy
34,579
+4,869
+16% +$171K 0.52% 35
2020
Q2 		$922K Sell
29,710
-24,683
-45% -$839K 0.42% 44
2020
Q1 		$1.68M Buy
54,393
+21,399
+65% +$729K 0.59% 34
2019
Q4 		$1.23M Buy
+32,994
New +$1.18M 0.43% 42

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

Aurora Private Wealth's PFE Position: Q1 2024 in Review

Aurora Private Wealth sold out of Pfizer (PFE) in Q1 2024, closing a stake of 9,287 shares — an estimated $267K sold.

Aurora Private Wealth first reported a position in PFE in Q4 2019 and held it in 17 quarters. The position peaked at $1.68M in Q1 2020. 2,874 funds tracked by Wall St. Rank hold PFE as of Q1 2024.

  • Aurora Private Wealth reported no remaining Pfizer position as of Q1 2024 after selling out during the quarter.
  • Aurora Private Wealth sold 9,287 Pfizer shares in Q1 2024, an estimated $267K.
  • Aurora Private Wealth first reported a position in Pfizer in Q4 2019 and held it in 17 quarters.
  • Aurora Private Wealth's Pfizer position peaked at $1.68M in Q1 2020.
  • 2,874 funds tracked by Wall St. Rank held Pfizer as of Q1 2024.

Based on Aurora Private Wealth's 13F filing for Q1 2024, filed 22 Apr 2024.