EWA
PFE icon

ERTS Wealth Advisors’s Pfizer PFE Stock Holding History

ERTS Wealth 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
2024
Q3 		– Sell
-7,463
Closed -$209K – 90
2024
Q2 		$209K Sell
7,463
-165
-2% -$4.54K 0.04% 87
2024
Q1 		$212K Sell
7,628
-1,469
-16% -$40.8K 0.04% 86
2023
Q4 		$262K Sell
9,097
-3,515
-28% -$106K 0.06% 76
2023
Q3 		$418K Buy
12,612
+418
+3% +$14.8K 0.1% 48
2023
Q2 		$447K Buy
12,194
+173
+1% +$6.73K 0.1% 52
2023
Q1 		$490K Sell
12,021
-2,047
-15% -$88.4K 0.12% 48
2022
Q4 		$721K Buy
14,068
+23
+0.2% +$1.1K 0.19% 43
2022
Q3 		$615K Sell
14,045
-202
-1% -$9.82K 0.17% 40
2022
Q2 		$747K Sell
14,247
-1,323
-8% -$67.4K 0.21% 38
2022
Q1 		$806K Sell
15,570
-2,346
-13% -$122K 0.23% 31
2021
Q4 		$1.06M Sell
17,916
-1,829
-9% -$90.6K 0.25% 31
2021
Q3 		$849K Sell
19,745
-314
-2% -$13.9K 0.22% 32
2021
Q2 		$786K Buy
20,059
+25
+0.1% +$972 0.21% 35
2021
Q1 		$726K Buy
20,034
+429
+2% +$15.2K 0.22% 38
2020
Q4 		$722K Sell
19,605
-2,360
-11% -$86.6K 0.23% 36
2020
Q3 		$765K Sell
21,965
-46
-0.2% -$1.61K 0.29% 35
2020
Q2 		$683K Sell
22,011
-2,705
-11% -$91.9K 0.28% 34
2020
Q1 		$765K Buy
24,716
+3,156
+15% +$108K 0.37% 35
2019
Q4 		$801K Sell
21,560
-31
-0.1% -$1.1K 0.36% 29
2019
Q3 		$736K Buy
21,591
+6,229
+41% +$227K 0.37% 30
2019
Q2 		$631K Hold
15,362
– – 0.35% 36
2019
Q1 		$619K Buy
15,362
+74
+0.5% +$2.96K 0.37% 38
2018
Q4 		$633K Buy
+15,288
New +$635K 0.45% 34

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

ERTS Wealth Advisors's PFE Position: Q3 2024 in Review

ERTS Wealth Advisors sold out of Pfizer (PFE) in Q3 2024, closing a stake of 7,463 shares — an estimated $209K sold.

ERTS Wealth Advisors first reported a position in PFE in Q4 2018 and held it in 23 quarters. The position peaked at $1.06M in Q4 2021. 2,909 funds tracked by Wall St. Rank hold PFE as of Q3 2024.

  • ERTS Wealth Advisors reported no remaining Pfizer position as of Q3 2024 after selling out during the quarter.
  • ERTS Wealth Advisors sold 7,463 Pfizer shares in Q3 2024, an estimated $209K.
  • ERTS Wealth Advisors first reported a position in Pfizer in Q4 2018 and held it in 23 quarters.
  • ERTS Wealth Advisors's Pfizer position peaked at $1.06M in Q4 2021.
  • 2,909 funds tracked by Wall St. Rank held Pfizer as of Q3 2024.

Based on ERTS Wealth Advisors's 13F filing for Q3 2024, filed 17 Oct 2024.