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Fairhaven Wealth Management’s Pfizer PFE Stock Holding History

Fairhaven 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
2024
Q4 		– Sell
-8,392
Closed -$243K – 127
2024
Q3 		$243K Sell
8,392
-999
-11% -$29.1K 0.07% 101
2024
Q2 		$263K Buy
9,391
+1,091
+13% +$30K 0.09% 98
2024
Q1 		$230K Sell
8,300
-2,188
-21% -$60.7K 0.08% 106
2023
Q4 		$302K Buy
10,488
+1,559
+17% +$47.1K 0.11% 81
2023
Q3 		$296K Sell
8,929
-9,371
-51% -$331K 0.12% 79
2023
Q2 		$671K Buy
+18,300
New +$712K 0.26% 48
2022
Q4 		$994K Sell
19,400
-524
-3% -$25.1K 0.42% 41
2022
Q3 		$872K Buy
19,924
+333
+2% +$16.2K 0.39% 42
2022
Q2 		$1.03M Sell
19,591
-1,017
-5% -$51.8K 0.48% 38
2022
Q1 		$1.07M Hold
20,608
– – 0.43% 39
2021
Q4 		$1.22M Sell
20,608
-111
-0.5% -$5.5K 0.47% 40
2021
Q3 		$891K Sell
20,719
-427
-2% -$18.9K 0.37% 43
2021
Q2 		$828K Sell
21,146
-2,663
-11% -$104K 0.33% 44
2021
Q1 		$863K Sell
23,809
-21,774
-48% -$773K 0.36% 43
2020
Q4 		$1.68M Buy
45,583
+14,177
+45% +$520K 0.74% 33
2020
Q3 		$1.09M Buy
+31,406
New +$1.1M 0.65% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fairhaven Wealth Management's PFE Position: Q4 2024 in Review

Fairhaven Wealth Management sold out of Pfizer (PFE) in Q4 2024, closing a stake of 8,392 shares — an estimated $243K sold.

Fairhaven Wealth Management first reported a position in PFE in Q3 2020 and held it in 16 quarters. The position peaked at $1.68M in Q4 2020. 2,996 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

  • Fairhaven Wealth Management reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
  • Fairhaven Wealth Management sold 8,392 Pfizer shares in Q4 2024, an estimated $243K.
  • Fairhaven Wealth Management first reported a position in Pfizer in Q3 2020 and held it in 16 quarters.
  • Fairhaven Wealth Management's Pfizer position peaked at $1.68M in Q4 2020.
  • 2,996 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.