Chemistry Wealth Management’s Pfizer PFE Stock Holding History

Chemistry 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 Q4	–	Sell	-16,098	Closed	-$466K	–	188
2024 Q3	$466K	Sell	16,098 -10,540	-40%	-$307K	0.11%	106
2024 Q2	$745K	Sell	26,638 -12,003	-31%	-$330K	0.19%	78
2024 Q1	$1.07M	Buy	38,641 +10,343	+37%	+$287K	0.29%	58
2023 Q4	$815K	Sell	28,298 -10,572	-27%	-$320K	0.25%	71
2023 Q3	$1.29M	Sell	38,870 -628	-2%	-$22.2K	0.43%	39
2023 Q2	$1.45M	Buy	39,498 +660	+2%	+$25.7K	0.47%	38
2023 Q1	$1.58M	Buy	38,838 +2	+0%	+$86	0.55%	35
2022 Q4	$1.99M	Buy	38,836 +1	+0%	+$48	0.78%	25
2022 Q3	$1.7M	Sell	38,835 -922	-2%	-$44.8K	0.67%	29
2022 Q2	$2.08M	Buy	39,757 +11,271	+40%	+$574K	0.8%	27
2022 Q1	$1.48M	Sell	28,486 -18,924	-40%	-$982K	0.51%	39
2021 Q4	$2.8M	Buy	+47,410	New	+$2.35M	2.35%	11

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Chemistry Wealth Management's PFE Position: Q4 2024 in Review

Chemistry Wealth Management sold out of Pfizer (PFE) in Q4 2024, closing a stake of 16,098 shares — an estimated $466K sold.

Chemistry Wealth Management first reported a position in PFE in Q4 2021 and held it in 12 quarters. The position peaked at $2.8M in Q4 2021. 2,996 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

Chemistry Wealth Management reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
Chemistry Wealth Management sold 16,098 Pfizer shares in Q4 2024, an estimated $466K.
Chemistry Wealth Management first reported a position in Pfizer in Q4 2021 and held it in 12 quarters.
Chemistry Wealth Management's Pfizer position peaked at $2.8M in Q4 2021.
2,996 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Chemistry Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.