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Braun-Bostich & Associates’s Pfizer PFE Stock Holding History

Braun-Bostich & Associates’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
Q2 		– Sell
-8,630
Closed -$239K – 138
2024
Q1 		$239K Sell
8,630
-1,455
-14% -$40.4K 0.2% 111
2023
Q4 		$290K Buy
+10,085
New +$305K 0.26% 95
2023
Q3 		– Sell
-6,924
Closed -$254K – 91
2023
Q2 		$254K Buy
6,924
+1,022
+17% +$39.8K 0.54% 61
2023
Q1 		$241K Buy
5,902
+1,714
+41% +$74K 0.57% 63
2022
Q4 		$215K Buy
+4,188
New +$201K 0.62% 56
2022
Q1 		– Sell
-9,471
Closed -$511K – 125
2021
Q4 		$511K Buy
+9,471
New +$469K 0.12% 61
2020
Q4 		– Sell
-4,801
Closed -$167K – 166
2020
Q3 		$167K Sell
4,801
-583
-11% -$20.4K 0.17% 103
2020
Q2 		$167K Hold
5,384
– – 0.16% 79
2020
Q1 		$162K Sell
5,384
-318
-6% -$10.8K 0.21% 84
2019
Q4 		$212K Sell
5,702
-9,525
-63% -$339K 0.21% 76
2019
Q3 		$519K Sell
15,227
-912
-6% -$33.2K 0.6% 30
2019
Q2 		$663K Buy
16,139
+3,935
+32% +$156K 0.69% 26
2019
Q1 		$492K Buy
12,204
+4,813
+65% +$193K 0.51% 49
2018
Q4 		$306K Hold
7,391
– – 0.32% 86
2018
Q3 		$309K Buy
7,391
+253
+4% +$9.74K 0.3% 85
2018
Q2 		$246K Buy
7,138
+3,007
+73% +$103K 0.25% 96
2018
Q1 		$139K Hold
4,131
– – 0.12% 115
2017
Q4 		$142K Buy
+4,131
New +$141K 0.12% 120

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Braun-Bostich & Associates's PFE Position: Q2 2024 in Review

Braun-Bostich & Associates sold out of Pfizer (PFE) in Q2 2024, closing a stake of 8,630 shares — an estimated $239K sold.

Braun-Bostich & Associates first reported a position in PFE in Q4 2017 and held it in 18 quarters. The position peaked at $663K in Q2 2019. 2,874 funds tracked by Wall St. Rank hold PFE as of Q2 2024.

  • Braun-Bostich & Associates reported no remaining Pfizer position as of Q2 2024 after selling out during the quarter.
  • Braun-Bostich & Associates sold 8,630 Pfizer shares in Q2 2024, an estimated $239K.
  • Braun-Bostich & Associates first reported a position in Pfizer in Q4 2017 and held it in 18 quarters.
  • Braun-Bostich & Associates's Pfizer position peaked at $663K in Q2 2019.
  • 2,874 funds tracked by Wall St. Rank held Pfizer as of Q2 2024.

Based on Braun-Bostich & Associates's 13F filing for Q2 2024, filed 13 Aug 2024.