Elite Wealth Management’s Pfizer PFE Stock Holding History

Elite 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
2023 Q3	–	Sell	-5,573	Closed	-$204K	–	50
2023 Q2	$204K	Sell	5,573 -375	-6%	-$14.6K	0.02%	48
2023 Q1	$243K	Hold	5,948	–	–	0.01%	51
2022 Q4	$305K	Buy	5,948 +175	+3%	+$8.39K	0.03%	45
2022 Q3	$253K	Hold	5,773	–	–	0.02%	43
2022 Q2	$303K	Buy	5,773 +200	+4%	+$10.2K	0.05%	43
2022 Q1	$289K	Sell	5,573 -10	-0.2%	-$519	0.05%	47
2021 Q4	$330K	Buy	+5,583	New	+$277K	0.05%	46
2018 Q4	–	Sell	-4,929	Closed	-$206K	–	50
2018 Q3	$206K	Sell	4,929 -1,054	-18%	-$40.6K	0.04%	47
2018 Q2	$206K	Hold	5,983	–	–	0.07%	48
2018 Q1	$201K	Sell	5,983 -105	-2%	-$3.61K	0.16%	54
2017 Q4	$209K	Buy	+6,088	New	+$208K	0.18%	56
2016 Q3	$164K	Buy	+5,106	New	+$171K	0.27%	43
2015 Q4	–	Sell	-18,458	Closed	-$550K	–	54
2015 Q3	$550K	Buy	+18,458	New	+$592K	0.87%	44
2014 Q4	–	Sell	-4,933	Closed	-$138K	–	355
2014 Q3	$138K	Buy	4,933 +2,182	+79%	+$61.2K	0.12%	77
2014 Q2	$77K	Sell	2,751 -2,540	-48%	-$72.4K	0.08%	90
2014 Q1	$161K	Sell	5,291 -28,916	-85%	-$862K	0.13%	72
2013 Q4	$994K	Sell	34,207 -91,303	-73%	-$2.66M	0.73%	40
2013 Q3	$3.42M	Buy	125,510 +86,808	+224%	+$2.36M	3.02%	5
2013 Q2	$1.03M	Buy	+38,702	New	+$1.07M	1.51%	7

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Elite Wealth Management's PFE Position: Q3 2023 in Review

Elite Wealth Management sold out of Pfizer (PFE) in Q3 2023, closing a stake of 5,573 shares — an estimated $204K sold.

Elite Wealth Management first reported a position in PFE in Q2 2013 and held it in 19 quarters. The position peaked at $3.42M in Q3 2013. 2,926 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

Elite Wealth Management reported no remaining Pfizer position as of Q3 2023 after selling out during the quarter.
Elite Wealth Management sold 5,573 Pfizer shares in Q3 2023, an estimated $204K.
Elite Wealth Management first reported a position in Pfizer in Q2 2013 and held it in 19 quarters.
Elite Wealth Management's Pfizer position peaked at $3.42M in Q3 2013.
2,926 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on Elite Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.