Farrell Financial’s Pfizer PFE Stock Holding History

Farrell Financial’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	–	Sell	-7,371	Closed	-$237K	–	72
2023 Q4	$237K	Buy	+7,371	New	+$223K	0.24%	54

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Farrell Financial's PFE Position: Q1 2024 in Review

Farrell Financial sold out of Pfizer (PFE) in Q1 2024, closing a stake of 7,371 shares — an estimated $237K sold.

Farrell Financial first reported a position in PFE in Q4 2023 and held it in 1 quarter. The position peaked at $237K in Q4 2023. 2,874 funds tracked by Wall St. Rank hold PFE as of Q1 2024.

Farrell Financial reported no remaining Pfizer position as of Q1 2024 after selling out during the quarter.
Farrell Financial sold 7,371 Pfizer shares in Q1 2024, an estimated $237K.
Farrell Financial first reported a position in Pfizer in Q4 2023 and held it in 1 quarter.
Farrell Financial's Pfizer position peaked at $237K in Q4 2023.
2,874 funds tracked by Wall St. Rank held Pfizer as of Q1 2024.

Based on Farrell Financial's 13F filing for Q1 2024, filed 24 Jul 2024.