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Executive Wealth Group’s Pfizer PFE Stock Holding History

Executive Wealth Group’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
Q1 		$277K Buy
+10,218
New +$284K 0.06% 53
2022
Q1 		– Sell
-3,406
Closed -$201K – 49
2021
Q4 		$201K Buy
+3,406
New +$169K 0.12% 49

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Executive Wealth Group's PFE Position: Q1 2024 in Review

Executive Wealth Group opened a new position in Pfizer (PFE) in Q1 2024: 10,218 shares worth $277K. The stake represents 0.06% of the portfolio and ranks #53 among its holdings. This is a return to the name: Executive Wealth Group previously reported a position in PFE as recently as Q4 2021.

Executive Wealth Group first reported a position in PFE in Q4 2021 and has held it in 2 quarters since. 2,882 funds tracked by Wall St. Rank hold PFE as of Q1 2024.

  • Executive Wealth Group held 10,218 shares of Pfizer worth $277K as of Q1 2024.
  • Pfizer was a new Executive Wealth Group position in Q1 2024.
  • Pfizer made up 0.06% of Executive Wealth Group's portfolio in Q1 2024, its #53 holding.
  • Executive Wealth Group first reported a position in Pfizer in Q4 2021 and has held it in 2 quarters since.
  • 2,882 funds tracked by Wall St. Rank held Pfizer as of Q1 2024.

Based on Executive Wealth Group's 13F filing for Q1 2024, filed 11 Apr 2024.