Beacon Bridge Wealth Partners’s Pfizer PFE Stock Holding History

Beacon Bridge Wealth Partners’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	-6,624	Closed	-$220K	–	108
2023 Q3	$220K	Sell	6,624 -5,401	-45%	-$191K	0.12%	89
2023 Q2	$441K	Buy	12,025 +663	+6%	+$25.8K	0.23%	45
2023 Q1	$464K	Buy	11,362 +719	+7%	+$31.1K	0.28%	41
2022 Q4	$545K	Buy	+10,643	New	+$510K	0.4%	32

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

Beacon Bridge Wealth Partners's PFE Position: Q4 2023 in Review

Beacon Bridge Wealth Partners sold out of Pfizer (PFE) in Q4 2023, closing a stake of 6,624 shares — an estimated $220K sold.

Beacon Bridge Wealth Partners first reported a position in PFE in Q4 2022 and held it in 4 quarters. The position peaked at $545K in Q4 2022. 2,936 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

Beacon Bridge Wealth Partners reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
Beacon Bridge Wealth Partners sold 6,624 Pfizer shares in Q4 2023, an estimated $220K.
Beacon Bridge Wealth Partners first reported a position in Pfizer in Q4 2022 and held it in 4 quarters.
Beacon Bridge Wealth Partners's Pfizer position peaked at $545K in Q4 2022.
2,936 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Beacon Bridge Wealth Partners's 13F filing for Q4 2023, filed 9 Feb 2024.