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Curi Wealth Management’s Pfizer PFE Stock Holding History

Curi 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
-18,159
Closed -$523K – 101
2023
Q4 		$523K Sell
18,159
-4,278
-19% -$129K 0.07% 86
2023
Q3 		$744K Sell
22,437
-702
-3% -$24.8K 0.11% 71
2023
Q2 		$849K Buy
23,139
+597
+3% +$23.2K 0.11% 77
2023
Q1 		$920K Sell
22,542
-7,918
-26% -$342K 0.13% 74
2022
Q4 		$1.56M Buy
30,460
+8,130
+36% +$390K 0.22% 61
2022
Q3 		$977K Buy
22,330
+17,877
+401% +$869K 0.16% 69
2022
Q2 		$233K Buy
4,453
+2,482
+126% +$126K 0.04% 102
2022
Q1 		$102K Buy
1,971
+728
+59% +$37.8K 0.02% 159
2021
Q4 		$73K Buy
+1,243
New +$61.6K 0.01% 162
2021
Q1 		– Sell
-196
Closed -$7K – 378
2020
Q4 		$7K Buy
+196
New +$7.19K 0.01% 288

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Curi Wealth Management sold out of Pfizer (PFE) in Q1 2024, closing a stake of 18,159 shares — an estimated $523K sold.

Curi Wealth Management first reported a position in PFE in Q4 2020 and held it in 10 quarters. The position peaked at $1.56M in Q4 2022. 2,874 funds tracked by Wall St. Rank hold PFE as of Q1 2024.

  • Curi Wealth Management reported no remaining Pfizer position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 18,159 Pfizer shares in Q1 2024, an estimated $523K.
  • Curi Wealth Management first reported a position in Pfizer in Q4 2020 and held it in 10 quarters.
  • Curi Wealth Management's Pfizer position peaked at $1.56M in Q4 2022.
  • 2,874 funds tracked by Wall St. Rank held Pfizer as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.