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Doliver Advisors’s Pfizer PFE Stock Holding History

Doliver Advisors’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
Q3 		– Sell
-5,934
Closed -$218K – 152
2023
Q2 		$218K Hold
5,934
– – 0.07% 153
2023
Q1 		$242K Buy
5,934
+1,150
+24% +$49.7K 0.08% 144
2022
Q4 		$245K Buy
+4,784
New +$229K 0.08% 133
2022
Q3 		– Sell
-9,459
Closed -$496K – 162
2022
Q2 		$496K Buy
+9,459
New +$482K 0.18% 84
2021
Q4 		– Sell
-16,354
Closed -$703K – 183
2021
Q3 		$703K Buy
16,354
+1,186
+8% +$52.5K 0.24% 76
2021
Q2 		$594K Buy
15,168
+4,275
+39% +$166K 0.2% 81
2021
Q1 		$395K Buy
10,893
+800
+8% +$28.4K 0.15% 94
2020
Q4 		$372K Buy
10,093
+1,089
+12% +$39.9K 0.16% 90
2020
Q3 		$314K Buy
9,004
+440
+5% +$15.4K 0.16% 111
2020
Q2 		$266K Buy
8,564
+780
+10% +$26.5K 0.12% 108
2020
Q1 		$283K Sell
7,784
-316
-4% -$10.8K 0.14% 87
2019
Q4 		$301K Sell
8,100
-597
-7% -$21.3K 0.12% 81
2019
Q3 		$301K Buy
8,697
+2,241
+35% +$81.5K 0.12% 79
2019
Q2 		$265K Hold
6,456
– – 0.1% 93
2019
Q1 		$260K Buy
6,456
+285
+5% +$11.4K 0.11% 75
2018
Q4 		$256K Sell
6,171
-108
-2% -$4.48K 0.13% 99
2018
Q3 		$263K Buy
+6,279
New +$242K 0.11% 117

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Doliver Advisors's PFE Position: Q3 2023 in Review

Doliver Advisors sold out of Pfizer (PFE) in Q3 2023, closing a stake of 5,934 shares — an estimated $218K sold.

Doliver Advisors first reported a position in PFE in Q3 2018 and held it in 17 quarters. The position peaked at $703K in Q3 2021. 2,925 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

  • Doliver Advisors reported no remaining Pfizer position as of Q3 2023 after selling out during the quarter.
  • Doliver Advisors sold 5,934 Pfizer shares in Q3 2023, an estimated $218K.
  • Doliver Advisors first reported a position in Pfizer in Q3 2018 and held it in 17 quarters.
  • Doliver Advisors's Pfizer position peaked at $703K in Q3 2021.
  • 2,925 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on Doliver Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.