Granite Bay Wealth Management’s Pfizer PFE Stock Holding History

Granite Bay 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	-7,394	Closed	-$205K	–	78
2024 Q1	$205K	Buy	+7,394	New	+$205K	0.12%	75
2023 Q2	–	Sell	-8,286	Closed	-$338K	–	65
2023 Q1	$338K	Sell	8,286 -160	-2%	-$6.91K	0.24%	52
2022 Q4	$433K	Buy	8,446 +3,655	+76%	+$175K	0.28%	39
2022 Q3	$210K	Sell	4,791 -300	-6%	-$14.6K	0.17%	56
2022 Q2	$267K	Buy	5,091 +120	+2%	+$6.12K	0.21%	45
2022 Q1	$257K	Hold	4,971	–	–	0.21%	52
2021 Q4	$294K	Buy	+4,971	New	+$246K	0.29%	45

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Granite Bay Wealth Management's PFE Position: Q2 2024 in Review

Granite Bay Wealth Management sold out of Pfizer (PFE) in Q2 2024, closing a stake of 7,394 shares — an estimated $205K sold.

Granite Bay Wealth Management first reported a position in PFE in Q4 2021 and held it in 7 quarters. The position peaked at $433K in Q4 2022. 2,880 funds tracked by Wall St. Rank hold PFE as of Q2 2024.

Granite Bay Wealth Management reported no remaining Pfizer position as of Q2 2024 after selling out during the quarter.
Granite Bay Wealth Management sold 7,394 Pfizer shares in Q2 2024, an estimated $205K.
Granite Bay Wealth Management first reported a position in Pfizer in Q4 2021 and held it in 7 quarters.
Granite Bay Wealth Management's Pfizer position peaked at $433K in Q4 2022.
2,880 funds tracked by Wall St. Rank held Pfizer as of Q2 2024.

Based on Granite Bay Wealth Management's 13F filing for Q2 2024, filed 15 Jul 2024.