Independent Wealth Network’s Pfizer PFE Stock Holding History

Independent Wealth Network’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	–	Sell	-8,168	Closed	-$235K	–	236
2023 Q4	$235K	Buy	8,168 +236	+3%	+$7.13K	0.12%	178
2023 Q3	$263K	Buy	7,932 +69	+0.9%	+$2.44K	0.16%	153
2023 Q2	$288K	Buy	7,863 +58	+0.7%	+$2.26K	0.17%	154
2023 Q1	$318K	Buy	7,805 +426	+6%	+$18.4K	0.2%	128
2022 Q4	$378K	Buy	7,379 +317	+4%	+$15.2K	0.26%	96
2022 Q3	$309K	Sell	7,062 -189	-3%	-$9.18K	0.24%	115
2022 Q2	$380K	Sell	7,251 -617	-8%	-$31.4K	0.27%	98
2022 Q1	$407K	Buy	7,868 +76	+1%	+$3.94K	0.26%	105
2021 Q4	$460K	Sell	7,792 -1,127	-13%	-$55.8K	0.28%	97
2021 Q3	$400K	Buy	+8,919	New	+$395K	0.26%	110

Other funds holding PFE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Independent Wealth Network's PFE Position: Q1 2024 in Review

Independent Wealth Network sold out of Pfizer (PFE) in Q1 2024, closing a stake of 8,168 shares — an estimated $235K sold.

Independent Wealth Network first reported a position in PFE in Q3 2021 and held it in 10 quarters. The position peaked at $460K in Q4 2021. 2,874 funds tracked by Wall St. Rank hold PFE as of Q1 2024.

Independent Wealth Network reported no remaining Pfizer position as of Q1 2024 after selling out during the quarter.
Independent Wealth Network sold 8,168 Pfizer shares in Q1 2024, an estimated $235K.
Independent Wealth Network first reported a position in Pfizer in Q3 2021 and held it in 10 quarters.
Independent Wealth Network's Pfizer position peaked at $460K in Q4 2021.
2,874 funds tracked by Wall St. Rank held Pfizer as of Q1 2024.

Based on Independent Wealth Network's 13F filing for Q1 2024, filed 11 Apr 2024.