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Global Wealth Management Investment Advisory’s Pfizer PFE Stock Holding History

Global Wealth Management Investment 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
Q1 		– Sell
-633
Closed -$18.2K – 349
2023
Q4 		$18.2K Sell
633
-75,922
-99% -$2.3M ﹤0.01% 257
2023
Q3 		$2.54M Buy
76,555
+6,956
+10% +$246K 0.71% 50
2023
Q2 		$2.55M Buy
69,599
+1,509
+2% +$58.7K 0.7% 51
2023
Q1 		$2.78M Buy
68,090
+2,512
+4% +$108K 0.84% 46
2022
Q4 		$3.36M Buy
65,578
+19,545
+42% +$937K 1.09% 32
2022
Q3 		$2.01M Buy
46,033
+1,645
+4% +$79.9K 0.72% 52
2022
Q2 		$2.33M Buy
44,388
+3,019
+7% +$154K 0.78% 46
2022
Q1 		$2.14M Sell
41,369
-4,048
-9% -$210K 0.64% 57
2021
Q4 		$2.68M Buy
45,417
+501
+1% +$24.8K 0.81% 46
2021
Q3 		$1.93M Sell
44,916
-846
-2% -$37.5K 0.61% 58
2021
Q2 		$1.79M Buy
45,762
+1,616
+4% +$62.8K 0.6% 61
2021
Q1 		$1.6M Sell
44,146
-19,702
-31% -$700K 0.58% 64
2020
Q4 		$2.35M Sell
63,848
-1,000
-2% -$36.7K 0.91% 36
2020
Q3 		$2.26M Buy
64,848
+668
+1% +$23.4K 0.98% 32
2020
Q2 		$1.99M Buy
64,180
+1,781
+3% +$60.5K 0.85% 41
2020
Q1 		$1.93M Buy
62,399
+5,010
+9% +$171K 0.97% 34
2019
Q4 		$2.13M Buy
57,389
+7,671
+15% +$273K 0.9% 36
2019
Q3 		$1.7M Buy
49,718
+4,677
+10% +$170K 0.78% 53
2019
Q2 		$1.85M Buy
45,041
+6,314
+16% +$251K 0.9% 39
2019
Q1 		$1.56M Buy
38,727
+34,670
+855% +$1.39M 0.81% 46
2018
Q4 		$168K Buy
+4,057
New +$168K 0.1% 141

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Global Wealth Management Investment Advisory's PFE Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Pfizer (PFE) in Q1 2024, closing a stake of 633 shares — an estimated $18.2K sold.

Global Wealth Management Investment Advisory first reported a position in PFE in Q4 2018 and held it in 21 quarters. The position peaked at $3.36M in Q4 2022. 2,874 funds tracked by Wall St. Rank hold PFE as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining Pfizer position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 633 Pfizer shares in Q1 2024, an estimated $18.2K.
  • Global Wealth Management Investment Advisory first reported a position in Pfizer in Q4 2018 and held it in 21 quarters.
  • Global Wealth Management Investment Advisory's Pfizer position peaked at $3.36M in Q4 2022.
  • 2,874 funds tracked by Wall St. Rank held Pfizer as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.