Level Financial Advisors’s Pfizer PFE Stock Holding History

Level Financial Advisors’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	-134	Closed	-$3.86K	–	201
2023 Q4	$3.86K	Sell	134 -338	-72%	-$10.2K	﹤0.01%	225
2023 Q3	$15.7K	Sell	472 -525	-53%	-$18.6K	0.01%	168
2023 Q2	$36.6K	Hold	997	–	–	0.02%	124
2023 Q1	$40.7K	Sell	997 -19	-2%	-$821	0.02%	109
2022 Q4	$52K	Buy	1,016 +19	+2%	+$911	0.03%	92
2022 Q3	$44K	Hold	997	–	–	0.03%	99
2022 Q2	$52K	Hold	997	–	–	0.04%	97
2022 Q1	$52K	Hold	997	–	–	0.04%	83
2021 Q4	$59K	Buy	+997	New	+$49.4K	0.05%	84

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Level Financial Advisors's PFE Position: Q1 2024 in Review

Level Financial Advisors sold out of Pfizer (PFE) in Q1 2024, closing a stake of 134 shares — an estimated $3.86K sold.

Level Financial Advisors first reported a position in PFE in Q4 2021 and held it in 9 quarters. The position peaked at $59K in Q4 2021. 2,874 funds tracked by Wall St. Rank hold PFE as of Q1 2024.

Level Financial Advisors reported no remaining Pfizer position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 134 Pfizer shares in Q1 2024, an estimated $3.86K.
Level Financial Advisors first reported a position in Pfizer in Q4 2021 and held it in 9 quarters.
Level Financial Advisors's Pfizer position peaked at $59K in Q4 2021.
2,874 funds tracked by Wall St. Rank held Pfizer as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.