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First Trust Investment Solutions’s Pfizer PFE Stock Holding History

First Trust Investment Solutions’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 		$1.45M Sell
50,173
-123,223
-71% -$3.59M 0.16% 115
2024
Q2 		$4.85M Buy
173,396
+117,064
+208% +$3.22M 0.68% 49
2024
Q1 		$1.56M Buy
56,332
+16,877
+43% +$468K 0.28% 79
2023
Q4 		$1.14M Buy
+39,455
New +$1.19M 0.24% 89

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
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

First Trust Investment Solutions's PFE Position: Q3 2024 in Review

First Trust Investment Solutions reduced its Pfizer (PFE) stake by 71% in Q3 2024, selling an estimated $3.59M and leaving 50,173 shares worth $1.45M. The position accounts for 0.16% of the portfolio, ranked #115.

First Trust Investment Solutions first reported a position in PFE in Q4 2023 and has held it in 4 quarters since. The position peaked at $4.85M in Q2 2024. 2,909 funds tracked by Wall St. Rank hold PFE as of Q3 2024.

  • First Trust Investment Solutions held 50,173 shares of Pfizer worth $1.45M as of Q3 2024.
  • First Trust Investment Solutions sold 123,223 Pfizer shares in Q3 2024, an estimated $3.59M.
  • Pfizer made up 0.16% of First Trust Investment Solutions's portfolio in Q3 2024, its #115 holding.
  • First Trust Investment Solutions first reported a position in Pfizer in Q4 2023 and has held it in 4 quarters since.
  • First Trust Investment Solutions's Pfizer position peaked at $4.85M in Q2 2024.
  • 2,909 funds tracked by Wall St. Rank held Pfizer as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.