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First Business Financial Services’s Pfizer PFE Stock Holding History

First Business Financial Services’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
-10,350
Closed -$287K – 168
2024
Q1 		$287K Sell
10,350
-266
-3% -$7.38K 0.03% 136
2023
Q4 		$306K Buy
10,616
+51
+0.5% +$1.54K 0.04% 130
2023
Q3 		$350K Sell
10,565
-196
-2% -$6.93K 0.04% 126
2023
Q2 		$395K Sell
10,761
-404
-4% -$15.7K 0.05% 117
2023
Q1 		$456K Buy
11,165
+29
+0.3% +$1.25K 0.06% 106
2022
Q4 		$571K Buy
11,136
+363
+3% +$17.4K 0.08% 98
2022
Q3 		$471K Buy
10,773
+1,969
+22% +$95.7K 0.07% 102
2022
Q2 		$462K Sell
8,804
-463
-5% -$23.6K 0.06% 104
2022
Q1 		$480K Buy
9,267
+366
+4% +$19K 0.05% 107
2021
Q4 		$526K Hold
8,901
– – 0.06% 105
2021
Q3 		$383K Hold
8,901
– – 0.04% 118
2021
Q2 		$349K Hold
8,901
– – 0.04% 122
2021
Q1 		$322K Buy
8,901
+605
+7% +$21.5K 0.04% 112
2020
Q4 		$305K Buy
8,296
+184
+2% +$6.75K 0.04% 109
2020
Q3 		$282K Hold
8,112
– – 0.05% 106
2020
Q2 		$252K Hold
8,112
– – 0.05% 109
2020
Q1 		$251K Hold
8,112
– – 0.05% 101
2019
Q4 		$302K Buy
8,112
+211
+3% +$7.52K 0.05% 104
2019
Q3 		$269K Sell
7,901
-879
-10% -$32K 0.05% 100
2019
Q2 		$361K Buy
8,780
+194
+2% +$7.7K 0.06% 90
2019
Q1 		$346K Sell
8,586
-7,789
-48% -$312K 0.06% 82
2018
Q4 		$678K Buy
+16,375
New +$680K 0.12% 66
2013
Q4 		– Sell
-8,570
Closed -$234K – 56
2013
Q3 		$234K Sell
8,570
-746
-8% -$20.3K 0.12% 22
2013
Q2 		$248K Buy
+9,316
New +$257K 0.15% 22

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

First Business Financial Services's PFE Position: Q2 2024 in Review

First Business Financial Services sold out of Pfizer (PFE) in Q2 2024, closing a stake of 10,350 shares — an estimated $287K sold.

First Business Financial Services first reported a position in PFE in Q2 2013 and held it in 24 quarters. The position peaked at $678K in Q4 2018. 2,873 funds tracked by Wall St. Rank hold PFE as of Q2 2024.

  • First Business Financial Services reported no remaining Pfizer position as of Q2 2024 after selling out during the quarter.
  • First Business Financial Services sold 10,350 Pfizer shares in Q2 2024, an estimated $287K.
  • First Business Financial Services first reported a position in Pfizer in Q2 2013 and held it in 24 quarters.
  • First Business Financial Services's Pfizer position peaked at $678K in Q4 2018.
  • 2,873 funds tracked by Wall St. Rank held Pfizer as of Q2 2024.

Based on First Business Financial Services's 13F filing for Q2 2024, filed 2 Aug 2024.