Coulter & Justus Financial Services’s Pfizer PFE Stock Holding History

Coulter & Justus Financial Services’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	$416K	Buy	14,988 +1,237	+9%	+$34.3K	0.09%	68
2023 Q4	$396K	Buy	+13,751	New	+$416K	0.27%	25
2023 Q2	–	Sell	-5,178	Closed	-$211K	–	49
2023 Q1	$211K	Hold	5,178	–	–	0.14%	44
2022 Q4	$265K	Hold	5,178	–	–	0.18%	44
2022 Q3	$227K	Hold	5,178	–	–	0.18%	41
2022 Q2	$271K	Buy	+5,178	New	+$264K	0.22%	39
2022 Q1	–	Sell	-5,678	Closed	-$335K	–	44
2021 Q4	$335K	Buy	+5,678	New	+$281K	0.26%	37

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

Coulter & Justus Financial Services's PFE Position: Q1 2024 in Review

Coulter & Justus Financial Services increased its Pfizer (PFE) stake by 9% in Q1 2024, buying an estimated $34.3K and bringing the position to 14,988 shares worth $416K. The position accounts for 0.09% of the portfolio, ranked #68.

Coulter & Justus Financial Services first reported a position in PFE in Q4 2021 and has held it in 7 quarters since. 2,874 funds tracked by Wall St. Rank hold PFE as of Q1 2024.

Coulter & Justus Financial Services held 14,988 shares of Pfizer worth $416K as of Q1 2024.
Coulter & Justus Financial Services bought 1,237 Pfizer shares in Q1 2024, an estimated $34.3K.
Pfizer made up 0.09% of Coulter & Justus Financial Services's portfolio in Q1 2024, its #68 holding.
Coulter & Justus Financial Services first reported a position in Pfizer in Q4 2021 and has held it in 7 quarters since.
2,874 funds tracked by Wall St. Rank held Pfizer as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.