Graham Capital Wealth Management’s Pfizer PFE Stock Holding History

Graham Capital 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
2023 Q2	–	Sell	-1,269	Closed	-$518K	–	115
2023 Q1	$518K	Buy	+1,269	New	+$54.8K	0.07%	109

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

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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Graham Capital Wealth Management's PFE Position: Q2 2023 in Review

Graham Capital Wealth Management sold out of Pfizer (PFE) in Q2 2023, closing a stake of 1,269 shares — an estimated $518K sold.

Graham Capital Wealth Management first reported a position in PFE in Q1 2023 and held it in 1 quarter. The position peaked at $518K in Q1 2023. 3,042 funds tracked by Wall St. Rank hold PFE as of Q2 2023.

Graham Capital Wealth Management reported no remaining Pfizer position as of Q2 2023 after selling out during the quarter.
Graham Capital Wealth Management sold 1,269 Pfizer shares in Q2 2023, an estimated $518K.
Graham Capital Wealth Management first reported a position in Pfizer in Q1 2023 and held it in 1 quarter.
Graham Capital Wealth Management's Pfizer position peaked at $518K in Q1 2023.
3,042 funds tracked by Wall St. Rank held Pfizer as of Q2 2023.

Based on Graham Capital Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.