Core Wealth Advisors (Florida)’s Pfizer PFE Stock Holding History

Core Wealth Advisors (Florida)’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 Q2	–	Sell	-370	Closed	-$10.3K	–	188
2024 Q1	$10.3K	Hold	370	–	–	﹤0.01%	188
2023 Q4	$10.7K	Sell	370 -700	-65%	-$21.2K	﹤0.01%	182
2023 Q3	$35.5K	Sell	1,070 -197	-16%	-$6.97K	0.01%	89
2023 Q2	$46.5K	Sell	1,267 -101	-7%	-$3.93K	0.02%	83
2023 Q1	$55.8K	Hold	1,368	–	–	0.02%	77
2022 Q4	$70.1K	Buy	1,368 +88	+7%	+$4.22K	0.03%	72
2022 Q3	$56K	Buy	1,280 +155	+14%	+$7.53K	0.03%	65
2022 Q2	$59K	Hold	1,125	–	–	0.04%	64
2022 Q1	$58K	Hold	1,125	–	–	0.03%	70
2021 Q4	$66K	Hold	1,125	–	–	0.04%	70
2021 Q3	$48K	Hold	1,125	–	–	0.03%	82
2021 Q2	$44K	Hold	1,125	–	–	0.03%	76
2021 Q1	$41K	Sell	1,125 -100	-8%	-$3.55K	0.04%	69
2020 Q4	$45K	Sell	1,225 -389	-24%	-$14.3K	0.04%	58
2020 Q3	$56K	Buy	1,614 +1	+0.1%	+$35	0.05%	50
2020 Q2	$50K	Sell	1,613 -136	-8%	-$4.62K	0.04%	55
2020 Q1	$54K	Buy	1,749 +491	+39%	+$16.7K	0.04%	52
2019 Q4	$47K	Buy	+1,258	New	+$44.8K	0.03%	53

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

Norges Bank Oslo, Norway $935B AUM

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

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

Core Wealth Advisors (Florida)'s PFE Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Pfizer (PFE) in Q2 2024, closing a stake of 370 shares — an estimated $10.3K sold.

Core Wealth Advisors (Florida) first reported a position in PFE in Q4 2019 and held it in 18 quarters. The position peaked at $70.1K in Q4 2022. 2,873 funds tracked by Wall St. Rank hold PFE as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining Pfizer position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 370 Pfizer shares in Q2 2024, an estimated $10.3K.
Core Wealth Advisors (Florida) first reported a position in Pfizer in Q4 2019 and held it in 18 quarters.
Core Wealth Advisors (Florida)'s Pfizer position peaked at $70.1K in Q4 2022.
2,873 funds tracked by Wall St. Rank held Pfizer as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.