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Family Legacy Inc’s Pfizer PFE Stock Holding History

Family Legacy Inc’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
-32,793
Closed -$1.09M – 119
2023
Q3 		$1.09M Sell
32,793
-1,181
-3% -$41.8K 0.45% 71
2023
Q2 		$1.25M Sell
33,974
-65
-0.2% -$2.53K 0.5% 71
2023
Q1 		$1.39M Buy
34,039
+584
+2% +$25.2K 0.59% 62
2022
Q4 		$1.51M Buy
33,455
+6,126
+22% +$294K 0.66% 61
2022
Q3 		$1.2M Buy
27,329
+748
+3% +$36.3K 0.6% 61
2022
Q2 		$1.38M Buy
26,581
+71
+0.3% +$3.62K 0.66% 58
2022
Q1 		$1.37M Buy
26,510
+2,518
+10% +$131K 0.57% 67
2021
Q4 		$1.36M Buy
23,992
+3,951
+20% +$196K 0.56% 65
2021
Q3 		$851K Sell
20,041
-415
-2% -$18.4K 0.38% 77
2021
Q2 		$848K Buy
20,456
+54
+0.3% +$2.1K 0.38% 75
2021
Q1 		$739K Buy
20,402
+81
+0.4% +$2.88K 0.35% 77
2020
Q4 		$748K Sell
20,321
-1,454
-7% -$53.3K 0.39% 76
2020
Q3 		$758K Buy
21,775
+106
+0.5% +$3.72K 0.43% 75
2020
Q2 		$672K Sell
21,669
-42
-0.2% -$1.43K 0.41% 75
2020
Q1 		$672K Sell
21,711
-132
-0.6% -$4.5K 0.48% 71
2019
Q4 		$809K Sell
21,843
-632
-3% -$22.5K 0.46% 70
2019
Q3 		$787K Buy
22,475
+131
+0.6% +$4.76K 0.49% 67
2019
Q2 		$918K Sell
22,344
-168
-0.7% -$6.67K 0.72% 55
2019
Q1 		$921K Sell
22,512
-379
-2% -$15.2K 0.75% 54
2018
Q4 		$948K Sell
22,891
-63
-0.3% -$2.62K 0.85% 45
2018
Q3 		$960K Sell
22,954
-2,156
-9% -$83K 0.78% 49
2018
Q2 		$864K Sell
25,110
-148
-0.6% -$5.06K 0.75% 52
2018
Q1 		$850K Sell
25,258
-194
-0.8% -$6.67K 0.79% 50
2017
Q4 		$875K Buy
25,452
+10,696
+72% +$365K 0.79% 48
2017
Q3 		$500K Sell
14,756
-11,608
-44% -$373K 1.27% 32
2017
Q2 		$840K Sell
26,364
-189
-0.7% -$5.96K 0.84% 43
2017
Q1 		$862K Buy
+26,553
New +$837K 0.9% 42

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

Family Legacy Inc's PFE Position: Q4 2023 in Review

Family Legacy Inc sold out of Pfizer (PFE) in Q4 2023, closing a stake of 32,793 shares — an estimated $1.09M sold.

Family Legacy Inc first reported a position in PFE in Q1 2017 and held it in 27 quarters. The position peaked at $1.51M in Q4 2022. 2,941 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

  • Family Legacy Inc reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
  • Family Legacy Inc sold 32,793 Pfizer shares in Q4 2023, an estimated $1.09M.
  • Family Legacy Inc first reported a position in Pfizer in Q1 2017 and held it in 27 quarters.
  • Family Legacy Inc's Pfizer position peaked at $1.51M in Q4 2022.
  • 2,941 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Family Legacy Inc's 13F filing for Q4 2023, filed 17 Jan 2024.