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IAM Advisory’s Pfizer PFE Stock Holding History

IAM 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
Q4 		– Sell
-9,264
Closed -$268K – 106
2024
Q3 		$268K Sell
9,264
-853
-8% -$24.9K 0.07% 89
2024
Q2 		$283K Buy
10,117
+252
+3% +$6.94K 0.08% 83
2024
Q1 		$274K Buy
9,865
+146
+2% +$4.05K 0.08% 87
2023
Q4 		$280K Sell
9,719
-994
-9% -$30K 0.09% 77
2023
Q3 		$355K Sell
10,713
-37,554
-78% -$1.33M 0.12% 71
2023
Q2 		$1.77M Buy
48,267
+2,643
+6% +$103K 0.6% 21
2023
Q1 		$1.86M Buy
45,624
+1,158
+3% +$50K 0.64% 18
2022
Q4 		$2.28M Sell
44,466
-711
-2% -$34.1K 0.84% 17
2022
Q3 		$1.98M Buy
45,177
+1,952
+5% +$94.9K 0.84% 17
2022
Q2 		$2.27M Buy
43,225
+1,011
+2% +$51.5K 0.93% 17
2022
Q1 		$2.19M Buy
42,214
+2,897
+7% +$150K 0.89% 14
2021
Q4 		$2.21M Sell
39,317
-9,867
-20% -$489K 0.87% 14
2021
Q3 		$2.07M Buy
+49,184
New +$2.18M 0.88% 13
2021
Q2 		– Sell
-46,814
Closed -$1.86M – 84
2021
Q1 		$1.86M Sell
46,814
-521
-1% -$18.5K 0.81% 13
2020
Q4 		$1.65M Buy
+47,335
New +$1.74M 0.83% 11

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

IAM Advisory's PFE Position: Q4 2024 in Review

IAM Advisory sold out of Pfizer (PFE) in Q4 2024, closing a stake of 9,264 shares — an estimated $268K sold.

IAM Advisory first reported a position in PFE in Q4 2020 and held it in 15 quarters. The position peaked at $2.28M in Q4 2022. 3,001 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

  • IAM Advisory reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
  • IAM Advisory sold 9,264 Pfizer shares in Q4 2024, an estimated $268K.
  • IAM Advisory first reported a position in Pfizer in Q4 2020 and held it in 15 quarters.
  • IAM Advisory's Pfizer position peaked at $2.28M in Q4 2022.
  • 3,001 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on IAM Advisory's 13F filing for Q4 2024, filed 15 Jan 2025.