KOMWMG
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Kerntke Otto McGlone Wealth Management Group’s Pfizer PFE Stock Holding History

Kerntke Otto McGlone Wealth Management 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
2024
Q1 		– Sell
-7,387
Closed -$213K – 73
2023
Q4 		$213K Sell
7,387
-573
-7% -$17.3K 0.21% 61
2023
Q3 		$264K Sell
7,960
-265
-3% -$9.37K 0.27% 51
2023
Q2 		$302K Buy
8,225
+1,048
+15% +$40.8K 0.3% 50
2023
Q1 		$293K Buy
7,177
+19
+0.3% +$821 0.3% 49
2022
Q4 		$367K Buy
7,158
+34
+0.5% +$1.63K 0.42% 41
2022
Q3 		$312K Sell
7,124
-208
-3% -$10.1K 0.47% 40
2022
Q2 		$384K Buy
7,332
+2,498
+52% +$127K 0.57% 32
2022
Q1 		$250K Sell
4,834
-2,671
-36% -$139K 0.57% 28
2021
Q4 		$443K Buy
7,505
+2,463
+49% +$122K 0.54% 34
2021
Q3 		$217K Sell
5,042
-5,404
-52% -$239K 0.65% 34
2021
Q2 		$409K Sell
10,446
-597
-5% -$23.2K 0.16% 91
2021
Q1 		$400K Sell
11,043
-694
-6% -$24.6K 0.21% 91
2020
Q4 		$432K Buy
11,737
+2,524
+27% +$92.6K 0.26% 78
2020
Q3 		$321K Buy
9,213
+549
+6% +$19.2K 0.24% 78
2020
Q2 		$269K Sell
8,664
-70
-0.8% -$2.38K 0.25% 79
2020
Q1 		$270K Buy
8,734
+70
+0.8% +$2.38K 0.3% 63
2019
Q4 		$322K Buy
+8,664
New +$309K 0.27% 74

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

Kerntke Otto McGlone Wealth Management Group's PFE Position: Q1 2024 in Review

Kerntke Otto McGlone Wealth Management Group sold out of Pfizer (PFE) in Q1 2024, closing a stake of 7,387 shares — an estimated $213K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in PFE in Q4 2019 and held it in 17 quarters. The position peaked at $443K in Q4 2021. 2,874 funds tracked by Wall St. Rank hold PFE as of Q1 2024.

  • Kerntke Otto McGlone Wealth Management Group reported no remaining Pfizer position as of Q1 2024 after selling out during the quarter.
  • Kerntke Otto McGlone Wealth Management Group sold 7,387 Pfizer shares in Q1 2024, an estimated $213K.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in Pfizer in Q4 2019 and held it in 17 quarters.
  • Kerntke Otto McGlone Wealth Management Group's Pfizer position peaked at $443K in Q4 2021.
  • 2,874 funds tracked by Wall St. Rank held Pfizer as of Q1 2024.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q1 2024, filed 10 May 2024.