Ledge Wealth Management’s Pfizer PFE Stock Holding History

Ledge 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
2023 Q2	–	Sell	-6,294	Closed	-$257K	–	69
2023 Q1	$257K	Sell	6,294 -438	-7%	-$18.9K	0.12%	58
2022 Q4	$345K	Hold	6,732	–	–	0.16%	60
2022 Q3	$295K	Sell	6,732 -740	-10%	-$36K	0.18%	57
2022 Q2	$392K	Hold	7,472	–	–	0.24%	54
2022 Q1	$387K	Buy	+7,472	New	+$388K	0.24%	60

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Norges Bank Oslo, Norway $935B AUM

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

Ledge Wealth Management's PFE Position: Q2 2023 in Review

Ledge Wealth Management sold out of Pfizer (PFE) in Q2 2023, closing a stake of 6,294 shares — an estimated $257K sold.

Ledge Wealth Management first reported a position in PFE in Q1 2022 and held it in 5 quarters. The position peaked at $392K in Q2 2022. 3,041 funds tracked by Wall St. Rank hold PFE as of Q2 2023.

Ledge Wealth Management reported no remaining Pfizer position as of Q2 2023 after selling out during the quarter.
Ledge Wealth Management sold 6,294 Pfizer shares in Q2 2023, an estimated $257K.
Ledge Wealth Management first reported a position in Pfizer in Q1 2022 and held it in 5 quarters.
Ledge Wealth Management's Pfizer position peaked at $392K in Q2 2022.
3,041 funds tracked by Wall St. Rank held Pfizer as of Q2 2023.

Based on Ledge Wealth Management's 13F filing for Q2 2023, filed 12 Jul 2023.