BBJS Financial Advisors’s Pfizer PFE Stock Holding History

BBJS Financial Advisors’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 Q3	–	Sell	-313	Closed	-$8.76K	–	162
2024 Q2	$8.76K	Buy	+313	New	+$8.62K	﹤0.01%	133

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BBJS Financial Advisors's PFE Position: Q3 2024 in Review

BBJS Financial Advisors sold out of Pfizer (PFE) in Q3 2024, closing a stake of 313 shares — an estimated $8.76K sold.

BBJS Financial Advisors first reported a position in PFE in Q2 2024 and held it in 1 quarter. The position peaked at $8.76K in Q2 2024. 2,909 funds tracked by Wall St. Rank hold PFE as of Q3 2024.

BBJS Financial Advisors reported no remaining Pfizer position as of Q3 2024 after selling out during the quarter.
BBJS Financial Advisors sold 313 Pfizer shares in Q3 2024, an estimated $8.76K.
BBJS Financial Advisors first reported a position in Pfizer in Q2 2024 and held it in 1 quarter.
BBJS Financial Advisors's Pfizer position peaked at $8.76K in Q2 2024.
2,909 funds tracked by Wall St. Rank held Pfizer as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.