FirstPurpose Wealth’s Pfizer PFE Stock Holding History

FirstPurpose Wealth’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
2023 Q4	–	Sell	-9,569	Closed	-$317K	–	223
2023 Q3	$317K	Buy	9,569 +1,172	+14%	+$41.4K	0.14%	125
2023 Q2	$308K	Buy	8,397 +1,573	+23%	+$61.2K	0.13%	134
2023 Q1	$278K	Buy	6,824 +239	+4%	+$10.3K	0.14%	136
2022 Q4	$337K	Buy	6,585 +326	+5%	+$15.6K	0.19%	103
2022 Q3	$274K	Buy	6,259 +368	+6%	+$17.9K	0.18%	102
2022 Q2	$309K	Buy	5,891 +573	+11%	+$29.2K	0.21%	86
2022 Q1	$275K	Buy	5,318 +155	+3%	+$8.04K	0.21%	101
2021 Q4	$305K	Buy	+5,163	New	+$256K	0.19%	95

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

FirstPurpose Wealth's PFE Position: Q4 2023 in Review

FirstPurpose Wealth sold out of Pfizer (PFE) in Q4 2023, closing a stake of 9,569 shares — an estimated $317K sold.

FirstPurpose Wealth first reported a position in PFE in Q4 2021 and held it in 8 quarters. The position peaked at $337K in Q4 2022. 2,936 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

FirstPurpose Wealth reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
FirstPurpose Wealth sold 9,569 Pfizer shares in Q4 2023, an estimated $317K.
FirstPurpose Wealth first reported a position in Pfizer in Q4 2021 and held it in 8 quarters.
FirstPurpose Wealth's Pfizer position peaked at $337K in Q4 2022.
2,936 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on FirstPurpose Wealth's 13F filing for Q4 2023, filed 23 Apr 2024.