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Financial Architects (New Jersey)’s Pfizer PFE Stock Holding History

Financial Architects (New Jersey)’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
2018
Q4 		– Sell
-1,054
Closed -$44K – 1451
2018
Q3 		$44K Buy
+1,054
New +$40.6K 0.01% 669

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Architects (New Jersey)'s PFE Position: Q2 2023 in Review

Financial Architects (New Jersey) reduced its Pfizer (PFE) stake by 7.6% in Q2 2023, selling an estimated $70.1K and leaving 22,048 shares worth $809K. The position accounts for 0.12% of the portfolio, ranked #159.

Financial Architects (New Jersey) first reported a position in PFE in Q2 2013 and has held it in 40 quarters since. The position peaked at $2.92M in Q3 2018. 3,042 funds tracked by Wall St. Rank hold PFE as of Q2 2023.

  • Financial Architects (New Jersey) held 22,048 shares of Pfizer worth $809K as of Q2 2023.
  • Financial Architects (New Jersey) sold 1,802 Pfizer shares in Q2 2023, an estimated $70.1K.
  • Pfizer made up 0.12% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #159 holding.
  • Financial Architects (New Jersey) first reported a position in Pfizer in Q2 2013 and has held it in 40 quarters since.
  • Financial Architects (New Jersey)'s Pfizer position peaked at $2.92M in Q3 2018.
  • 3,042 funds tracked by Wall St. Rank held Pfizer as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.