DB Wealth Management Group’s Pfizer PFE Stock Holding History

DB Wealth Management 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
2023 Q4	$61K	Sell	2,119 -152	-7%	-$4.59K	0.03%	147
2023 Q3	$75.3K	Sell	2,271 -133	-6%	-$4.7K	0.05%	123
2023 Q2	$88.2K	Hold	2,404	–	–	0.05%	117
2023 Q1	$98.1K	Hold	2,404	–	–	0.06%	108
2022 Q4	$123K	Hold	2,404	–	–	0.08%	97
2022 Q3	$105K	Hold	2,404	–	–	0.07%	105
2022 Q2	$126K	Hold	2,404	–	–	0.09%	97
2022 Q1	$124K	Buy	2,404 +133	+6%	+$6.9K	0.07%	110
2021 Q4	$134K	Hold	2,271	–	–	0.08%	104
2021 Q3	$98K	Hold	2,271	–	–	0.06%	117
2021 Q2	$89K	Buy	2,271 +52	+2%	+$2.02K	0.06%	124
2021 Q1	$80K	Hold	2,219	–	–	0.05%	129
2020 Q4	$82K	Buy	+2,219	New	+$81.4K	0.06%	121

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

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

DB Wealth Management Group's PFE Position: Q4 2023 in Review

DB Wealth Management Group reduced its Pfizer (PFE) stake by 6.7% in Q4 2023, selling an estimated $4.59K and leaving 2,119 shares worth $61K. The position accounts for 0.03% of the portfolio, ranked #147.

DB Wealth Management Group first reported a position in PFE in Q4 2020 and has held it in 13 quarters since. The position peaked at $134K in Q4 2021. 2,935 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

DB Wealth Management Group held 2,119 shares of Pfizer worth $61K as of Q4 2023.
DB Wealth Management Group sold 152 Pfizer shares in Q4 2023, an estimated $4.59K.
Pfizer made up 0.03% of DB Wealth Management Group's portfolio in Q4 2023, its #147 holding.
DB Wealth Management Group first reported a position in Pfizer in Q4 2020 and has held it in 13 quarters since.
DB Wealth Management Group's Pfizer position peaked at $134K in Q4 2021.
2,935 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.