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Foundation Wealth Management (Missouri)’s Pfizer PFE Stock Holding History

Foundation Wealth Management (Missouri)’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
-8,547
Closed -$283K – 39
2023
Q3 		$283K Hold
8,547
– – 0.28% 32
2023
Q2 		$313K Hold
8,547
– – 0.31% 32
2023
Q1 		$349K Hold
8,547
– – 0.36% 31
2022
Q4 		$438K Buy
+8,547
New +$410K 0.44% 30

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

Foundation Wealth Management (Missouri)'s PFE Position: Q4 2023 in Review

Foundation Wealth Management (Missouri) sold out of Pfizer (PFE) in Q4 2023, closing a stake of 8,547 shares — an estimated $283K sold.

Foundation Wealth Management (Missouri) first reported a position in PFE in Q4 2022 and held it in 4 quarters. The position peaked at $438K in Q4 2022. 2,936 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

  • Foundation Wealth Management (Missouri) reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
  • Foundation Wealth Management (Missouri) sold 8,547 Pfizer shares in Q4 2023, an estimated $283K.
  • Foundation Wealth Management (Missouri) first reported a position in Pfizer in Q4 2022 and held it in 4 quarters.
  • Foundation Wealth Management (Missouri)'s Pfizer position peaked at $438K in Q4 2022.
  • 2,936 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Foundation Wealth Management (Missouri)'s 13F filing for Q4 2023, filed 24 Jan 2024.