GDS Wealth Management’s Pfizer PFE Stock Holding History

GDS Wealth Management’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	-9,846	Closed	-$273K	–	148
2024 Q1	$273K	Sell	9,846 -1,643	-14%	-$45.6K	0.03%	114
2023 Q4	$331K	Sell	11,489 -191	-2%	-$5.77K	0.04%	105
2023 Q3	$387K	Sell	11,680 -1,568	-12%	-$55.4K	0.06%	87
2023 Q2	$486K	Sell	13,248 -745	-5%	-$29K	0.08%	82
2023 Q1	$571K	Sell	13,993 -7,538	-35%	-$326K	0.1%	70
2022 Q4	$1.1M	Sell	21,531 -5,122	-19%	-$246K	0.21%	53
2022 Q3	$1.17M	Sell	26,653 -314	-1%	-$15.3K	0.26%	51
2022 Q2	$1.41M	Sell	26,967 -526	-2%	-$26.8K	0.32%	50
2022 Q1	$1.43M	Buy	27,493 +16	+0.1%	+$830	0.31%	53
2021 Q4	$1.62M	Buy	+27,477	New	+$1.36M	0.36%	51

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

GDS Wealth Management's PFE Position: Q2 2024 in Review

GDS Wealth Management sold out of Pfizer (PFE) in Q2 2024, closing a stake of 9,846 shares — an estimated $273K sold.

GDS Wealth Management first reported a position in PFE in Q4 2021 and held it in 10 quarters. The position peaked at $1.62M in Q4 2021. 2,873 funds tracked by Wall St. Rank hold PFE as of Q2 2024.

GDS Wealth Management reported no remaining Pfizer position as of Q2 2024 after selling out during the quarter.
GDS Wealth Management sold 9,846 Pfizer shares in Q2 2024, an estimated $273K.
GDS Wealth Management first reported a position in Pfizer in Q4 2021 and held it in 10 quarters.
GDS Wealth Management's Pfizer position peaked at $1.62M in Q4 2021.
2,873 funds tracked by Wall St. Rank held Pfizer as of Q2 2024.

Based on GDS Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.