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Imprint Wealth’s Pfizer PFE Stock Holding History

Imprint Wealth’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
Q1 		$1.65M Buy
59,391
+10,049
+20% +$279K 0.4% 58
2023
Q4 		$1.41M Buy
49,342
+1,787
+4% +$54K 1.14% 26
2023
Q3 		$1.58M Sell
47,555
-2,602
-5% -$92K 1.33% 17
2023
Q2 		$1.84M Buy
50,157
+4,707
+10% +$183K 1.16% 20
2023
Q1 		$1.85M Buy
+45,450
New +$1.96M 1.22% 18

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Imprint Wealth's PFE Position: Q1 2024 in Review

Imprint Wealth increased its Pfizer (PFE) stake by 20% in Q1 2024, buying an estimated $279K and bringing the position to 59,391 shares worth $1.65M. The position accounts for 0.4% of the portfolio, ranked #58.

Imprint Wealth first reported a position in PFE in Q1 2023 and has held it in 5 quarters since. The position peaked at $1.85M in Q1 2023. 2,874 funds tracked by Wall St. Rank hold PFE as of Q1 2024.

  • Imprint Wealth held 59,391 shares of Pfizer worth $1.65M as of Q1 2024.
  • Imprint Wealth bought 10,049 Pfizer shares in Q1 2024, an estimated $279K.
  • Pfizer made up 0.4% of Imprint Wealth's portfolio in Q1 2024, its #58 holding.
  • Imprint Wealth first reported a position in Pfizer in Q1 2023 and has held it in 5 quarters since.
  • Imprint Wealth's Pfizer position peaked at $1.85M in Q1 2023.
  • 2,874 funds tracked by Wall St. Rank held Pfizer as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.