C2C Wealth Management’s Pfizer PFE Stock Holding History

C2C 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 Q1	–	Sell	-16,076	Closed	-$434K	–	104
2023 Q4	$434K	Sell	16,076 -91,598	-85%	-$2.77M	0.37%	63
2023 Q3	$3.64M	Buy	107,674 +22,600	+27%	+$799K	0.52%	18
2023 Q2	$3.07M	Buy	85,074 +20,781	+32%	+$809K	0.41%	20
2023 Q1	$2.66M	Buy	64,293 +19,394	+43%	+$838K	0.43%	21
2022 Q4	$2.03M	Sell	44,899 -7	-0%	-$336	0.35%	31
2022 Q3	$2M	Sell	44,906 -107	-0.2%	-$5.2K	0.39%	30
2022 Q2	$2.31M	Sell	45,013 -5,422	-11%	-$276K	0.42%	29
2022 Q1	$2.52M	Sell	50,435 -12,402	-20%	-$643K	0.43%	31
2021 Q4	$3.71M	Buy	+62,837	New	+$3.11M	0.53%	18

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

C2C Wealth Management's PFE Position: Q1 2024 in Review

C2C Wealth Management sold out of Pfizer (PFE) in Q1 2024, closing a stake of 16,076 shares — an estimated $434K sold.

C2C Wealth Management first reported a position in PFE in Q4 2021 and held it in 9 quarters. The position peaked at $3.71M in Q4 2021. 2,875 funds tracked by Wall St. Rank hold PFE as of Q1 2024.

C2C Wealth Management reported no remaining Pfizer position as of Q1 2024 after selling out during the quarter.
C2C Wealth Management sold 16,076 Pfizer shares in Q1 2024, an estimated $434K.
C2C Wealth Management first reported a position in Pfizer in Q4 2021 and held it in 9 quarters.
C2C Wealth Management's Pfizer position peaked at $3.71M in Q4 2021.
2,875 funds tracked by Wall St. Rank held Pfizer as of Q1 2024.

Based on C2C Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.