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EPG Wealth Management’s Pfizer PFE Stock Holding History

EPG 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
Q4 		– Sell
-15,259
Closed -$506K – 443
2023
Q3 		$506K Buy
15,259
+30
+0.2% +$1.06K 0.15% 147
2023
Q2 		$559K Sell
15,229
-976
-6% -$38K 0.17% 137
2023
Q1 		$661K Buy
16,205
+2,098
+15% +$90.6K 0.21% 113
2022
Q4 		$723K Sell
14,107
-996
-7% -$47.8K 0.28% 83
2022
Q3 		$661K Buy
15,103
+491
+3% +$23.9K 0.27% 84
2022
Q2 		$766K Buy
14,612
+79
+0.5% +$4.03K 0.33% 72
2022
Q1 		$752K Buy
14,533
+2,151
+17% +$112K 0.26% 79
2021
Q4 		$731K Buy
12,382
+664
+6% +$32.9K 0.26% 77
2021
Q3 		$504K Buy
11,718
+2,034
+21% +$90.1K 0.2% 105
2021
Q2 		$379K Buy
9,684
+46
+0.5% +$1.79K 0.16% 130
2021
Q1 		$349K Buy
9,638
+433
+5% +$15.4K 0.17% 123
2020
Q4 		$339K Buy
+9,205
New +$338K 0.2% 100
2020
Q2 		– Sell
-6,273
Closed -$194K – 585
2020
Q1 		$194K Buy
6,273
+3,878
+162% +$132K 0.14% 125
2019
Q4 		$89K Buy
+2,395
New +$85.3K 0.07% 165

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

EPG Wealth Management's PFE Position: Q4 2023 in Review

EPG Wealth Management sold out of Pfizer (PFE) in Q4 2023, closing a stake of 15,259 shares — an estimated $506K sold.

EPG Wealth Management first reported a position in PFE in Q4 2019 and held it in 14 quarters. The position peaked at $766K in Q2 2022. 2,935 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

  • EPG Wealth Management reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
  • EPG Wealth Management sold 15,259 Pfizer shares in Q4 2023, an estimated $506K.
  • EPG Wealth Management first reported a position in Pfizer in Q4 2019 and held it in 14 quarters.
  • EPG Wealth Management's Pfizer position peaked at $766K in Q2 2022.
  • 2,935 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on EPG Wealth Management's 13F filing for Q4 2023, filed 15 Feb 2024.