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Brophy Wealth Management’s Pfizer PFE Stock Holding History

Brophy Wealth Management’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 		$945K Buy
+32,647
New +$952K 0.34% 71

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

Brophy Wealth Management's PFE Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Pfizer (PFE) in Q3 2024: 32,647 shares worth $945K. The stake represents 0.34% of the portfolio and ranks #71 among its holdings.

2,909 funds tracked by Wall St. Rank hold PFE as of Q3 2024.

  • Brophy Wealth Management held 32,647 shares of Pfizer worth $945K as of Q3 2024.
  • Pfizer was a new Brophy Wealth Management position in Q3 2024.
  • Pfizer made up 0.34% of Brophy Wealth Management's portfolio in Q3 2024, its #71 holding.
  • 2,909 funds tracked by Wall St. Rank held Pfizer as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.