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Financial Security Advisor’s Pfizer PFE Stock Holding History

Financial Security Advisor’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
Q3 		– Sell
-11,584
Closed -$324K – 122
2024
Q2 		$324K Sell
11,584
-212
-2% -$5.84K 0.11% 75
2024
Q1 		$327K Sell
11,796
-73
-0.6% -$2.03K 0.11% 76
2023
Q4 		$342K Sell
11,869
-2,669
-18% -$80.7K 0.13% 74
2023
Q3 		$482K Buy
+14,538
New +$514K 0.22% 54

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Financial Security Advisor's PFE Position: Q3 2024 in Review

Financial Security Advisor sold out of Pfizer (PFE) in Q3 2024, closing a stake of 11,584 shares — an estimated $324K sold.

Financial Security Advisor first reported a position in PFE in Q3 2023 and held it in 4 quarters. The position peaked at $482K in Q3 2023. 2,915 funds tracked by Wall St. Rank hold PFE as of Q3 2024.

  • Financial Security Advisor reported no remaining Pfizer position as of Q3 2024 after selling out during the quarter.
  • Financial Security Advisor sold 11,584 Pfizer shares in Q3 2024, an estimated $324K.
  • Financial Security Advisor first reported a position in Pfizer in Q3 2023 and held it in 4 quarters.
  • Financial Security Advisor's Pfizer position peaked at $482K in Q3 2023.
  • 2,915 funds tracked by Wall St. Rank held Pfizer as of Q3 2024.

Based on Financial Security Advisor's 13F filing for Q3 2024, filed 30 Oct 2024.