Bromfield Sneider Wealth Advisors’s Pfizer PFE Stock Holding History

Bromfield Sneider Wealth 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 Q1	$24.8K	Hold	895	–	–	0.02%	91
2023 Q4	$25.8K	Hold	895	–	–	0.02%	88
2023 Q3	$29.7K	Hold	895	–	–	0.02%	83
2023 Q2	$32.8K	Hold	895	–	–	0.03%	79
2023 Q1	$36.5K	Hold	895	–	–	0.03%	76
2022 Q4	$45.9K	Hold	895	–	–	0.04%	63
2022 Q3	$39K	Hold	895	–	–	0.05%	62
2022 Q2	$47K	Sell	895 -1,052	-54%	-$53.6K	0.06%	59
2022 Q1	$101K	Buy	+1,947	New	+$101K	0.11%	45

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's PFE Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors held its Pfizer (PFE) position steady in Q1 2024 at 895 shares worth $24.8K. The position accounts for 0.02% of the portfolio, ranked #91.

Bromfield Sneider Wealth Advisors first reported a position in PFE in Q1 2022 and has held it in 9 quarters since. The position peaked at $101K in Q1 2022. 2,882 funds tracked by Wall St. Rank hold PFE as of Q1 2024.

Bromfield Sneider Wealth Advisors held 895 shares of Pfizer worth $24.8K as of Q1 2024.
Bromfield Sneider Wealth Advisors left its Pfizer share count unchanged in Q1 2024.
Pfizer made up 0.02% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #91 holding.
Bromfield Sneider Wealth Advisors first reported a position in Pfizer in Q1 2022 and has held it in 9 quarters since.
Bromfield Sneider Wealth Advisors's Pfizer position peaked at $101K in Q1 2022.
2,882 funds tracked by Wall St. Rank held Pfizer as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.