Avaii Wealth Management’s Pfizer PFE Stock Holding History

Avaii 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	-7,532	Closed	-$250K	–	153
2023 Q3	$250K	Buy	7,532 +602	+9%	+$21.3K	0.19%	115
2023 Q2	$254K	Sell	6,930 -301	-4%	-$11.7K	0.2%	115
2023 Q1	$295K	Buy	7,231 +672	+10%	+$29K	0.26%	93
2022 Q4	$336K	Buy	6,559 +1,389	+27%	+$66.6K	0.3%	83
2022 Q3	$226K	Buy	5,170 +90	+2%	+$4.37K	0.23%	98
2022 Q2	$266K	Buy	5,080 +873	+21%	+$44.5K	0.28%	78
2022 Q1	$218K	Sell	4,207 -5,037	-54%	-$261K	0.2%	99
2021 Q4	$546K	Buy	+9,244	New	+$458K	0.55%	37

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

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

Avaii Wealth Management sold out of Pfizer (PFE) in Q4 2023, closing a stake of 7,532 shares — an estimated $250K sold.

Avaii Wealth Management first reported a position in PFE in Q4 2021 and held it in 8 quarters. The position peaked at $546K in Q4 2021. 2,935 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

Avaii Wealth Management reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
Avaii Wealth Management sold 7,532 Pfizer shares in Q4 2023, an estimated $250K.
Avaii Wealth Management first reported a position in Pfizer in Q4 2021 and held it in 8 quarters.
Avaii Wealth Management's Pfizer position peaked at $546K in Q4 2021.
2,935 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Avaii Wealth Management's 13F filing for Q4 2023, filed 5 Feb 2024.