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Black Diamond Financial’s Pfizer PFE Stock Holding History

Black Diamond Financial’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
-6,319
Closed -$210K – 121
2023
Q3 		$210K Buy
6,319
+438
+7% +$15.5K 0.06% 101
2023
Q2 		$216K Sell
5,881
-39
-0.7% -$1.52K 0.06% 100
2023
Q1 		$242K Sell
5,920
-61
-1% -$2.63K 0.08% 95
2022
Q4 		$306K Hold
5,981
– – 0.11% 81
2022
Q3 		$262K Sell
5,981
-181
-3% -$8.79K 0.11% 85
2022
Q2 		$323K Sell
6,162
-501
-8% -$25.5K 0.13% 78
2022
Q1 		$345K Buy
6,663
+375
+6% +$19.5K 0.11% 82
2021
Q4 		$371K Buy
+6,288
New +$312K 0.13% 65
2020
Q2 		– Sell
-6,625
Closed -$205K – 72
2020
Q1 		$205K Buy
+6,625
New +$226K 0.16% 64

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Black Diamond Financial's PFE Position: Q4 2023 in Review

Black Diamond Financial sold out of Pfizer (PFE) in Q4 2023, closing a stake of 6,319 shares — an estimated $210K sold.

Black Diamond Financial first reported a position in PFE in Q1 2020 and held it in 9 quarters. The position peaked at $371K in Q4 2021. 2,935 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

  • Black Diamond Financial reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
  • Black Diamond Financial sold 6,319 Pfizer shares in Q4 2023, an estimated $210K.
  • Black Diamond Financial first reported a position in Pfizer in Q1 2020 and held it in 9 quarters.
  • Black Diamond Financial's Pfizer position peaked at $371K in Q4 2021.
  • 2,935 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Black Diamond Financial's 13F filing for Q4 2023, filed 12 Feb 2024.