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Gray Wealth Management’s Pfizer PFE Stock Holding History

Gray 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
Q4 		$251K Sell
9,461
-1,531
-14% -$41.5K 0.1% 111
2024
Q3 		$318K Buy
10,992
+419
+4% +$12.2K 0.13% 95
2024
Q2 		$296K Buy
10,573
+2,306
+28% +$63.5K 0.13% 97
2024
Q1 		$229K Buy
+8,267
New +$229K 0.1% 124
2023
Q4 		– Sell
-6,457
Closed -$214K – 135
2023
Q3 		$214K Sell
6,457
-284
-4% -$10K 0.11% 119
2023
Q2 		$247K Buy
6,741
+232
+4% +$9.03K 0.12% 104
2023
Q1 		$266K Sell
6,509
-977
-13% -$42.2K 0.14% 100
2022
Q4 		$384K Buy
7,486
+320
+4% +$15.3K 0.22% 68
2022
Q3 		$314K Buy
7,166
+254
+4% +$12.3K 0.2% 75
2022
Q2 		$362K Buy
6,912
+614
+10% +$31.3K 0.22% 73
2022
Q1 		$326K Buy
6,298
+173
+3% +$8.98K 0.17% 80
2021
Q4 		$362K Buy
6,125
+247
+4% +$12.2K 0.18% 78
2021
Q3 		$253K Buy
5,878
+375
+7% +$16.6K 0.14% 99
2021
Q2 		$216K Sell
5,503
-280
-5% -$10.9K 0.12% 111
2021
Q1 		$210K Buy
5,783
+174
+3% +$6.18K 0.13% 105
2020
Q4 		$207K Buy
+5,609
New +$206K 0.14% 104

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gray Wealth Management's PFE Position: Q4 2024 in Review

Gray Wealth Management reduced its Pfizer (PFE) stake by 14% in Q4 2024, selling an estimated $41.5K and leaving 9,461 shares worth $251K. The position accounts for 0.1% of the portfolio, ranked #111.

Gray Wealth Management first reported a position in PFE in Q4 2020 and has held it in 16 quarters since. The position peaked at $384K in Q4 2022. 2,995 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

  • Gray Wealth Management held 9,461 shares of Pfizer worth $251K as of Q4 2024.
  • Gray Wealth Management sold 1,531 Pfizer shares in Q4 2024, an estimated $41.5K.
  • Pfizer made up 0.1% of Gray Wealth Management's portfolio in Q4 2024, its #111 holding.
  • Gray Wealth Management first reported a position in Pfizer in Q4 2020 and has held it in 16 quarters since.
  • Gray Wealth Management's Pfizer position peaked at $384K in Q4 2022.
  • 2,995 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.