Levy Wealth Management Group’s Pfizer PFE Stock Holding History

Levy 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
2023 Q4	–	Sell	-10,508	Closed	-$349K	–	108
2023 Q3	$349K	Buy	10,508 +105	+1%	+$3.71K	0.11%	70
2023 Q2	$382K	Buy	10,403 +95	+0.9%	+$3.7K	0.11%	69
2023 Q1	$421K	Buy	10,308 +140	+1%	+$6.05K	0.13%	60
2022 Q4	$521K	Sell	10,168 -82	-0.8%	-$3.93K	0.17%	50
2022 Q3	$449K	Buy	10,250 +421	+4%	+$20.5K	0.19%	43
2022 Q2	$515K	Buy	9,829 +68	+0.7%	+$3.46K	0.24%	42
2022 Q1	$505K	Buy	9,761 +74	+0.8%	+$3.84K	0.21%	39
2021 Q4	$572K	Buy	9,687 +82	+0.9%	+$4.06K	0.26%	36
2021 Q3	$413K	Buy	9,605 +71	+0.7%	+$3.15K	0.23%	42
2021 Q2	$373K	Buy	9,534 +3,681	+63%	+$143K	0.21%	44
2021 Q1	$212K	Buy	+5,853	New	+$208K	0.14%	64

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

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

Levy Wealth Management Group's PFE Position: Q4 2023 in Review

Levy Wealth Management Group sold out of Pfizer (PFE) in Q4 2023, closing a stake of 10,508 shares — an estimated $349K sold.

Levy Wealth Management Group first reported a position in PFE in Q1 2021 and held it in 11 quarters. The position peaked at $572K in Q4 2021. 2,935 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

Levy Wealth Management Group reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
Levy Wealth Management Group sold 10,508 Pfizer shares in Q4 2023, an estimated $349K.
Levy Wealth Management Group first reported a position in Pfizer in Q1 2021 and held it in 11 quarters.
Levy Wealth Management Group's Pfizer position peaked at $572K in Q4 2021.
2,935 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Levy Wealth Management Group's 13F filing for Q4 2023, filed 23 Jan 2024.