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Hohimer Wealth Management’s Pfizer PFE Stock Holding History

Hohimer 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
-47,328
Closed -$1.31M – 249
2024
Q1 		$1.31M Buy
47,328
+2,278
+5% +$63.2K 0.31% 90
2023
Q4 		$1.3M Sell
45,050
-60,250
-57% -$1.82M 0.33% 85
2023
Q3 		$3.49M Sell
105,300
-2,614
-2% -$92.4K 1% 30
2023
Q2 		$3.96M Sell
107,914
-2,082
-2% -$81K 1.09% 22
2023
Q1 		$4.49M Buy
109,996
+40,319
+58% +$1.74M 1.3% 14
2022
Q4 		$3.57M Sell
69,677
-2,773
-4% -$133K 1.14% 26
2022
Q3 		$3.17M Buy
72,450
+1,014
+1% +$49.3K 1.02% 34
2022
Q2 		$3.75M Sell
71,436
-30,010
-30% -$1.53M 1.11% 17
2022
Q1 		$5.25M Buy
101,446
+4,234
+4% +$220K 1.04% 23
2021
Q4 		$5.74M Sell
97,212
-8,066
-8% -$400K 1.21% 18
2021
Q3 		$4.53M Sell
105,278
-3,032
-3% -$134K 0.95% 27
2021
Q2 		$4.24M Buy
108,310
+7,133
+7% +$277K 0.87% 37
2021
Q1 		$3.67M Buy
101,177
+9,296
+10% +$330K 0.89% 33
2020
Q4 		$3.38M Buy
91,881
+38,378
+72% +$1.41M 0.9% 29
2020
Q3 		$1.92M Buy
53,503
+96
+0.2% +$3.37K 0.55% 60
2020
Q2 		$1.66M Sell
53,407
-720
-1% -$24.5K 0.57% 59
2020
Q1 		$1.97M Buy
54,127
+18,967
+54% +$646K 0.83% 40
2019
Q4 		$1.31M Buy
+35,160
New +$1.25M 0.45% 102

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Hohimer Wealth Management sold out of Pfizer (PFE) in Q2 2024, closing a stake of 47,328 shares — an estimated $1.31M sold.

Hohimer Wealth Management first reported a position in PFE in Q4 2019 and held it in 18 quarters. The position peaked at $5.74M in Q4 2021. 2,873 funds tracked by Wall St. Rank hold PFE as of Q2 2024.

  • Hohimer Wealth Management reported no remaining Pfizer position as of Q2 2024 after selling out during the quarter.
  • Hohimer Wealth Management sold 47,328 Pfizer shares in Q2 2024, an estimated $1.31M.
  • Hohimer Wealth Management first reported a position in Pfizer in Q4 2019 and held it in 18 quarters.
  • Hohimer Wealth Management's Pfizer position peaked at $5.74M in Q4 2021.
  • 2,873 funds tracked by Wall St. Rank held Pfizer as of Q2 2024.

Based on Hohimer Wealth Management's 13F filing for Q2 2024, filed 2 Aug 2024.