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Janiczek Wealth Management’s Pfizer PFE Stock Holding History

Janiczek Wealth Management’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
Q2 		$150K Sell
5,370
-1,960
-27% -$54K 0.03% 225
2024
Q1 		$203K Sell
7,330
-2,487
-25% -$69K 0.04% 176
2023
Q4 		$283K Sell
9,817
-3,580
-27% -$108K 0.07% 116
2023
Q3 		$444K Buy
13,397
+1,425
+12% +$50.4K 0.12% 72
2023
Q2 		$439K Sell
11,972
-1,553
-11% -$60.4K 0.12% 64
2023
Q1 		$557K Sell
13,525
-4,012
-23% -$173K 0.16% 47
2022
Q4 		$837K Buy
17,537
+1,067
+6% +$51.2K 0.24% 37
2022
Q3 		$688K Sell
16,470
-359
-2% -$17.4K 0.22% 39
2022
Q2 		$855K Buy
16,829
+2,635
+19% +$134K 0.25% 38
2022
Q1 		$735K Sell
14,194
-160
-1% -$8.3K 0.2% 42
2021
Q4 		$848K Buy
14,354
+872
+6% +$43.2K 0.25% 35
2021
Q3 		$580K Buy
13,482
+455
+3% +$20.2K 0.21% 39
2021
Q2 		$510K Buy
13,027
+522
+4% +$20.3K 0.19% 42
2021
Q1 		$453K Sell
12,505
-401
-3% -$14.2K 0.18% 40
2020
Q4 		$475K Buy
12,906
+491
+4% +$18K 0.23% 33
2020
Q3 		$432K Buy
12,415
+10,989
+771% +$385K 0.23% 31
2020
Q2 		$44K Buy
+1,426
New +$48.4K 0.02% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Janiczek Wealth Management's PFE Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Pfizer (PFE) stake by 27% in Q2 2024, selling an estimated $54K and leaving 5,370 shares worth $150K. The position accounts for 0.03% of the portfolio, ranked #225.

Janiczek Wealth Management first reported a position in PFE in Q2 2020 and has held it in 17 quarters since. The position peaked at $855K in Q2 2022. 2,873 funds tracked by Wall St. Rank hold PFE as of Q2 2024.

  • Janiczek Wealth Management held 5,370 shares of Pfizer worth $150K as of Q2 2024.
  • Janiczek Wealth Management sold 1,960 Pfizer shares in Q2 2024, an estimated $54K.
  • Pfizer made up 0.03% of Janiczek Wealth Management's portfolio in Q2 2024, its #225 holding.
  • Janiczek Wealth Management first reported a position in Pfizer in Q2 2020 and has held it in 17 quarters since.
  • Janiczek Wealth Management's Pfizer position peaked at $855K in Q2 2022.
  • 2,873 funds tracked by Wall St. Rank held Pfizer as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.