Financial Synergies Wealth Advisors’s Pfizer PFE Stock Holding History

Financial Synergies Wealth Advisors’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 Q2	–	Sell	-2,559	Closed	-$71K	–	349
2024 Q1	$71K	Buy	2,559 +1,281	+100%	+$35.5K	0.01%	111
2023 Q4	$65.5K	Sell	1,278 -1,529	-54%	-$46.2K	0.01%	89
2023 Q3	$93.1K	Buy	2,807 +520	+23%	+$18.4K	0.01%	89
2023 Q2	$83.9K	Sell	2,287 -111	-5%	-$4.32K	0.01%	90
2023 Q1	$97.8K	Buy	2,398 +1,120	+88%	+$48.4K	0.01%	84
2022 Q4	$65.5K	Buy	1,278 +278	+28%	+$13.3K	0.01%	89
2022 Q3	$43.8K	Hold	1,000	–	–	0.01%	98
2022 Q2	$52.4K	Buy	+1,000	New	+$51K	0.01%	103

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Financial Synergies Wealth Advisors's PFE Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Pfizer (PFE) in Q2 2024, closing a stake of 2,559 shares — an estimated $71K sold.

Financial Synergies Wealth Advisors first reported a position in PFE in Q2 2022 and held it in 8 quarters. The position peaked at $97.8K in Q1 2023. 2,874 funds tracked by Wall St. Rank hold PFE as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Pfizer position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 2,559 Pfizer shares in Q2 2024, an estimated $71K.
Financial Synergies Wealth Advisors first reported a position in Pfizer in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Pfizer position peaked at $97.8K in Q1 2023.
2,874 funds tracked by Wall St. Rank held Pfizer as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.