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Gateway Advisory’s Pfizer PFE Stock Holding History

Gateway Advisory’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 		$244K Sell
8,429
-1,507
-15% -$44K 0.04% 127
2024
Q2 		$278K Buy
+9,936
New +$274K 0.05% 126
2024
Q1 		– Sell
-7,729
Closed -$223K – 139
2023
Q4 		$223K Sell
7,729
-766
-9% -$23.2K 0.04% 121
2023
Q3 		$282K Buy
8,495
+1,008
+13% +$35.6K 0.06% 74
2023
Q2 		$275K Sell
7,487
-61
-0.8% -$2.37K 0.06% 78
2023
Q1 		$308K Buy
7,548
+1
+0% +$43 0.07% 70
2022
Q4 		$387K Sell
7,547
-71
-0.9% -$3.4K 0.1% 55
2022
Q3 		$333K Buy
7,618
+302
+4% +$14.7K 0.08% 59
2022
Q2 		$384K Sell
7,316
-53
-0.7% -$2.7K 0.16% 42
2022
Q1 		$381K Buy
7,369
+3,525
+92% +$183K 0.1% 65
2021
Q4 		$227K Sell
3,844
-1,299
-25% -$64.4K 0.05% 90
2021
Q3 		$221K Buy
+5,143
New +$228K 0.05% 107
2019
Q2 		– Sell
-5,854
Closed -$236K – 65
2019
Q1 		$236K Sell
5,854
-165
-3% -$6.61K 0.06% 56
2018
Q4 		$249K Buy
6,019
+1
+0% +$42 0.1% 51
2018
Q3 		$252K Buy
6,018
+4
+0.1% +$154 0.07% 60
2018
Q2 		$207K Buy
6,014
+19
+0.3% +$649 0.06% 61
2018
Q1 		$202K Sell
5,995
-3,720
-38% -$128K 0.06% 71
2017
Q4 		$334K Buy
9,715
+2,532
+35% +$86.3K 0.09% 69
2017
Q3 		$243K Hold
7,183
– – 0.07% 66
2017
Q2 		$229K Hold
7,183
– – 0.07% 81
2017
Q1 		$229K Hold
7,183
– – 0.07% 74
2016
Q4 		$221K Hold
7,183
– – 0.08% 49
2016
Q3 		$230K Hold
7,183
– – 0.08% 47
2016
Q2 		$246K Buy
+7,183
New +$229K 0.1% 37

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Gateway Advisory's PFE Position: Q3 2024 in Review

Gateway Advisory reduced its Pfizer (PFE) stake by 15% in Q3 2024, selling an estimated $44K and leaving 8,429 shares worth $244K. The position accounts for 0.04% of the portfolio, ranked #127.

Gateway Advisory first reported a position in PFE in Q2 2016 and has held it in 24 quarters since. The position peaked at $387K in Q4 2022. 2,915 funds tracked by Wall St. Rank hold PFE as of Q3 2024.

  • Gateway Advisory held 8,429 shares of Pfizer worth $244K as of Q3 2024.
  • Gateway Advisory sold 1,507 Pfizer shares in Q3 2024, an estimated $44K.
  • Pfizer made up 0.04% of Gateway Advisory's portfolio in Q3 2024, its #127 holding.
  • Gateway Advisory first reported a position in Pfizer in Q2 2016 and has held it in 24 quarters since.
  • Gateway Advisory's Pfizer position peaked at $387K in Q4 2022.
  • 2,915 funds tracked by Wall St. Rank held Pfizer as of Q3 2024.

Based on Gateway Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.