IAG
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Investment Advisory Group’s Pfizer PFE Stock Holding History

Investment Advisory Group’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
Q4 		– Sell
-6,626
Closed -$220K – 151
2023
Q3 		$220K Buy
6,626
+131
+2% +$4.63K 0.11% 127
2023
Q2 		$238K Sell
6,495
-106
-2% -$4.13K 0.12% 122
2023
Q1 		$269K Buy
6,601
+3
+0% +$130 0.15% 109
2022
Q4 		$338K Buy
6,598
+3
+0% +$144 0.21% 90
2022
Q3 		$289K Buy
6,595
+206
+3% +$10K 0.2% 90
2022
Q2 		$336K Buy
6,389
+314
+5% +$16K 0.23% 81
2022
Q1 		$315K Sell
6,075
-150
-2% -$7.78K 0.19% 92
2021
Q4 		$315K Buy
+6,225
New +$308K 0.2% 88

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Investment Advisory Group's PFE Position: Q4 2023 in Review

Investment Advisory Group sold out of Pfizer (PFE) in Q4 2023, closing a stake of 6,626 shares — an estimated $220K sold.

Investment Advisory Group first reported a position in PFE in Q4 2021 and held it in 8 quarters. The position peaked at $338K in Q4 2022. 2,935 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

  • Investment Advisory Group reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
  • Investment Advisory Group sold 6,626 Pfizer shares in Q4 2023, an estimated $220K.
  • Investment Advisory Group first reported a position in Pfizer in Q4 2021 and held it in 8 quarters.
  • Investment Advisory Group's Pfizer position peaked at $338K in Q4 2022.
  • 2,935 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Investment Advisory Group's 13F filing for Q4 2023, filed 30 Jan 2024.