Brown Miller Wealth Management’s Pfizer PFE Stock Holding History

Brown Miller 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
2023 Q2	–	Sell	-4,951	Closed	-$202K	–	126
2023 Q1	$202K	Sell	4,951 -28	-0.6%	-$1.21K	0.12%	115
2022 Q4	$255K	Buy	4,979 +3	+0.1%	+$144	0.16%	110
2022 Q3	$217K	Buy	4,976 +2	+0%	+$97	0.15%	109
2022 Q2	$260K	Sell	4,974 -83	-2%	-$4.23K	0.18%	99
2022 Q1	$262K	Buy	5,057 +3	+0.1%	+$156	0.15%	104
2021 Q4	$298K	Buy	5,054 +156	+3%	+$7.73K	0.17%	101
2021 Q3	$210K	Buy	+4,898	New	+$217K	0.13%	116

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Brown Miller Wealth Management's PFE Position: Q2 2023 in Review

Brown Miller Wealth Management sold out of Pfizer (PFE) in Q2 2023, closing a stake of 4,951 shares — an estimated $202K sold.

Brown Miller Wealth Management first reported a position in PFE in Q3 2021 and held it in 7 quarters. The position peaked at $298K in Q4 2021. 3,041 funds tracked by Wall St. Rank hold PFE as of Q2 2023.

Brown Miller Wealth Management reported no remaining Pfizer position as of Q2 2023 after selling out during the quarter.
Brown Miller Wealth Management sold 4,951 Pfizer shares in Q2 2023, an estimated $202K.
Brown Miller Wealth Management first reported a position in Pfizer in Q3 2021 and held it in 7 quarters.
Brown Miller Wealth Management's Pfizer position peaked at $298K in Q4 2021.
3,041 funds tracked by Wall St. Rank held Pfizer as of Q2 2023.

Based on Brown Miller Wealth Management's 13F filing for Q2 2023, filed 18 Jul 2023.