Consilium Wealth Advisory’s Pfizer PFE Stock Holding History

Consilium Wealth Advisory’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	-5,575	Closed	-$227K	–	83
2023 Q1	$227K	Sell	5,575 -306	-5%	-$13.2K	0.19%	72
2022 Q4	$301K	Buy	5,881 +1,068	+22%	+$51.2K	0.26%	65
2022 Q3	$211K	Buy	+4,813	New	+$234K	0.24%	65

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

Consilium Wealth Advisory's PFE Position: Q2 2023 in Review

Consilium Wealth Advisory sold out of Pfizer (PFE) in Q2 2023, closing a stake of 5,575 shares — an estimated $227K sold.

Consilium Wealth Advisory first reported a position in PFE in Q3 2022 and held it in 3 quarters. The position peaked at $301K in Q4 2022. 3,042 funds tracked by Wall St. Rank hold PFE as of Q2 2023.

Consilium Wealth Advisory reported no remaining Pfizer position as of Q2 2023 after selling out during the quarter.
Consilium Wealth Advisory sold 5,575 Pfizer shares in Q2 2023, an estimated $227K.
Consilium Wealth Advisory first reported a position in Pfizer in Q3 2022 and held it in 3 quarters.
Consilium Wealth Advisory's Pfizer position peaked at $301K in Q4 2022.
3,042 funds tracked by Wall St. Rank held Pfizer as of Q2 2023.

Based on Consilium Wealth Advisory's 13F filing for Q2 2023, filed 13 Jul 2023.