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Avitas Wealth Management’s Pfizer PFE Stock Holding History

Avitas 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
2024
Q4 		– Sell
-85,556
Closed -$2.48M – 200
2024
Q3 		$2.48M Buy
85,556
+1,403
+2% +$40.9K 0.35% 76
2024
Q2 		$2.35M Buy
84,153
+20,001
+31% +$551K 0.34% 76
2024
Q1 		$1.78M Buy
+64,152
New +$1.78M 0.27% 99
2023
Q4 		– Sell
-81,997
Closed -$2.72M – 206
2023
Q3 		$2.72M Sell
81,997
-22,017
-21% -$779K 0.52% 52
2023
Q2 		$3.82M Buy
104,014
+24,462
+31% +$952K 0.69% 39
2023
Q1 		$3.25M Sell
79,552
-916
-1% -$39.6K 0.64% 45
2022
Q4 		$4.12M Sell
80,468
-1,268
-2% -$60.8K 0.87% 36
2022
Q3 		$3.58M Buy
81,736
+1,321
+2% +$64.2K 0.82% 34
2022
Q2 		$4.22M Buy
80,415
+1,185
+1% +$60.4K 0.92% 28
2022
Q1 		$4.1M Sell
79,230
-37,765
-32% -$1.96M 0.74% 33
2021
Q4 		$6.91M Buy
116,995
+25,571
+28% +$1.27M 1.16% 22
2021
Q3 		$3.93M Sell
91,424
-320
-0.3% -$14.2K 0.72% 54
2021
Q2 		$3.59M Buy
91,744
+2,595
+3% +$101K 0.64% 59
2021
Q1 		$3.23M Buy
89,149
+20,940
+31% +$743K 0.63% 57
2020
Q4 		$2.51M Buy
68,209
+22,049
+48% +$809K 0.51% 78
2020
Q3 		$1.61M Buy
+46,160
New +$1.62M 0.45% 89

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avitas Wealth Management's PFE Position: Q4 2024 in Review

Avitas Wealth Management sold out of Pfizer (PFE) in Q4 2024, closing a stake of 85,556 shares — an estimated $2.48M sold.

Avitas Wealth Management first reported a position in PFE in Q3 2020 and held it in 16 quarters. The position peaked at $6.91M in Q4 2021. 2,996 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

  • Avitas Wealth Management reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
  • Avitas Wealth Management sold 85,556 Pfizer shares in Q4 2024, an estimated $2.48M.
  • Avitas Wealth Management first reported a position in Pfizer in Q3 2020 and held it in 16 quarters.
  • Avitas Wealth Management's Pfizer position peaked at $6.91M in Q4 2021.
  • 2,996 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.