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Kiely Wealth Advisory Group’s Pfizer PFE Stock Holding History

Kiely Wealth 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
2024
Q4 		$39.8K Hold
1,539
– – 0.03% 124
2024
Q3 		$40.2K Hold
1,539
– – 0.03% 126
2024
Q2 		$44.1K Sell
1,539
-44
-3% -$1.21K 0.02% 112
2024
Q1 		$40.8K Sell
1,583
-107
-6% -$2.97K 0.02% 108
2023
Q4 		$46.4K Buy
+1,690
New +$51.1K 0.03% 102

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kiely Wealth Advisory Group's PFE Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Pfizer (PFE) position steady in Q4 2024 at 1,539 shares worth $39.8K. The position accounts for 0.03% of the portfolio, ranked #124.

Kiely Wealth Advisory Group first reported a position in PFE in Q4 2023 and has held it in 5 quarters since. The position peaked at $46.4K in Q4 2023. 2,995 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

  • Kiely Wealth Advisory Group held 1,539 shares of Pfizer worth $39.8K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Pfizer share count unchanged in Q4 2024.
  • Pfizer made up 0.03% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #124 holding.
  • Kiely Wealth Advisory Group first reported a position in Pfizer in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Pfizer position peaked at $46.4K in Q4 2023.
  • 2,995 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.