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Eagle Wealth Strategies’s Pfizer PFE Stock Holding History

Eagle Wealth Strategies’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
Q4 		– Sell
-7,007
Closed -$203K – 114
2024
Q3 		$203K Buy
+7,007
New +$204K 0.15% 100
2024
Q1 		– Sell
-7,216
Closed -$208K – 100
2023
Q4 		$208K Buy
+7,216
New +$218K 0.13% 91

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Eagle Wealth Strategies's PFE Position: Q4 2024 in Review

Eagle Wealth Strategies sold out of Pfizer (PFE) in Q4 2024, closing a stake of 7,007 shares — an estimated $203K sold.

Eagle Wealth Strategies first reported a position in PFE in Q4 2023 and held it in 2 quarters. The position peaked at $208K in Q4 2023. 2,996 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

  • Eagle Wealth Strategies reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
  • Eagle Wealth Strategies sold 7,007 Pfizer shares in Q4 2024, an estimated $203K.
  • Eagle Wealth Strategies first reported a position in Pfizer in Q4 2023 and held it in 2 quarters.
  • Eagle Wealth Strategies's Pfizer position peaked at $208K in Q4 2023.
  • 2,996 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Eagle Wealth Strategies's 13F filing for Q4 2024, filed 17 Jan 2025.