Financial Alternatives’s Pfizer PFE Stock Holding History

Financial Alternatives’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	-7,594	Closed	-$219K	–	83
2023 Q4	$219K	Buy	7,594 +101	+1%	+$3.05K	0.18%	72
2023 Q3	$249K	Hold	7,493	–	–	0.23%	66
2023 Q2	$275K	Hold	7,493	–	–	0.25%	62
2023 Q1	$306K	Hold	7,493	–	–	0.29%	55
2022 Q4	$384K	Buy	+7,493	New	+$359K	0.38%	47

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

Financial Alternatives's PFE Position: Q1 2024 in Review

Financial Alternatives sold out of Pfizer (PFE) in Q1 2024, closing a stake of 7,594 shares — an estimated $219K sold.

Financial Alternatives first reported a position in PFE in Q4 2022 and held it in 5 quarters. The position peaked at $384K in Q4 2022. 2,875 funds tracked by Wall St. Rank hold PFE as of Q1 2024.

Financial Alternatives reported no remaining Pfizer position as of Q1 2024 after selling out during the quarter.
Financial Alternatives sold 7,594 Pfizer shares in Q1 2024, an estimated $219K.
Financial Alternatives first reported a position in Pfizer in Q4 2022 and held it in 5 quarters.
Financial Alternatives's Pfizer position peaked at $384K in Q4 2022.
2,875 funds tracked by Wall St. Rank held Pfizer as of Q1 2024.

Based on Financial Alternatives's 13F filing for Q1 2024, filed 10 May 2024.