Ergawealth Advisors’s Pfizer PFE Stock Holding History

Ergawealth 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 Q4	–	Sell	-6,366	Closed	-$211K	–	55
2023 Q3	$211K	Hold	6,366	–	–	0.15%	49
2023 Q2	$234K	Buy	+6,366	New	+$248K	0.16%	44

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

Ergawealth Advisors's PFE Position: Q4 2023 in Review

Ergawealth Advisors sold out of Pfizer (PFE) in Q4 2023, closing a stake of 6,366 shares — an estimated $211K sold.

Ergawealth Advisors first reported a position in PFE in Q2 2023 and held it in 2 quarters. The position peaked at $234K in Q2 2023. 2,935 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

Ergawealth Advisors reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
Ergawealth Advisors sold 6,366 Pfizer shares in Q4 2023, an estimated $211K.
Ergawealth Advisors first reported a position in Pfizer in Q2 2023 and held it in 2 quarters.
Ergawealth Advisors's Pfizer position peaked at $234K in Q2 2023.
2,935 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Ergawealth Advisors's 13F filing for Q4 2023, filed 30 Jan 2024.