Insight Wealth Partners’s Pfizer PFE Stock Holding History

Insight Wealth Partners’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
2023 Q1	–	Sell	-4,720	Closed	-$242K	–	63
2022 Q4	$242K	Hold	4,720	–	–	0.18%	50
2022 Q3	$207K	Hold	4,720	–	–	0.2%	55
2022 Q2	$247K	Hold	4,720	–	–	0.19%	52
2022 Q1	$244K	Hold	4,720	–	–	0.14%	65
2021 Q4	$279K	Buy	+4,720	New	+$234K	0.05%	70

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

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Insight Wealth Partners's PFE Position: Q1 2023 in Review

Insight Wealth Partners sold out of Pfizer (PFE) in Q1 2023, closing a stake of 4,720 shares — an estimated $242K sold.

Insight Wealth Partners first reported a position in PFE in Q4 2021 and held it in 5 quarters. The position peaked at $279K in Q4 2021. 3,102 funds tracked by Wall St. Rank hold PFE as of Q1 2023.

Insight Wealth Partners reported no remaining Pfizer position as of Q1 2023 after selling out during the quarter.
Insight Wealth Partners sold 4,720 Pfizer shares in Q1 2023, an estimated $242K.
Insight Wealth Partners first reported a position in Pfizer in Q4 2021 and held it in 5 quarters.
Insight Wealth Partners's Pfizer position peaked at $279K in Q4 2021.
3,102 funds tracked by Wall St. Rank held Pfizer as of Q1 2023.

Based on Insight Wealth Partners's 13F filing for Q1 2023, filed 12 May 2023.