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Custom Portfolio Group’s Pfizer PFE Stock Holding History

Custom Portfolio Group’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 		$8.39K Sell
300
-2,153
-88% -$59.3K 0.01% 178
2024
Q1 		$68.1K Hold
2,453
– – 0.06% 90
2023
Q4 		$70.6K Buy
+2,453
New +$74.2K 0.06% 78

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Custom Portfolio Group's PFE Position: Q2 2024 in Review

Custom Portfolio Group reduced its Pfizer (PFE) stake by 88% in Q2 2024, selling an estimated $59.3K and leaving 300 shares worth $8.39K. The position accounts for 0.01% of the portfolio, ranked #178.

Custom Portfolio Group first reported a position in PFE in Q4 2023 and has held it in 3 quarters since. The position peaked at $70.6K in Q4 2023. 2,879 funds tracked by Wall St. Rank hold PFE as of Q2 2024.

  • Custom Portfolio Group held 300 shares of Pfizer worth $8.39K as of Q2 2024.
  • Custom Portfolio Group sold 2,153 Pfizer shares in Q2 2024, an estimated $59.3K.
  • Pfizer made up 0.01% of Custom Portfolio Group's portfolio in Q2 2024, its #178 holding.
  • Custom Portfolio Group first reported a position in Pfizer in Q4 2023 and has held it in 3 quarters since.
  • Custom Portfolio Group's Pfizer position peaked at $70.6K in Q4 2023.
  • 2,879 funds tracked by Wall St. Rank held Pfizer as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.