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Life Planning Partners’s Pfizer PFE Stock Holding History

Life Planning Partners’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
-1,358
Closed -$39.1K – 181
2023
Q4 		$39.1K Buy
+1,358
New +$41.1K 0.04% 113
2022
Q3 		$53.3K Hold
1,218
– – 0.06% 86
2022
Q2 		$63K Sell
1,218
-112
-8% -$5.71K 0.07% 80
2022
Q1 		$69K Hold
1,330
– – 0.07% 75
2021
Q4 		$78K Buy
+1,330
New +$65.9K 0.08% 74

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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

Life Planning Partners's PFE Position: Q1 2024 in Review

Life Planning Partners sold out of Pfizer (PFE) in Q1 2024, closing a stake of 1,358 shares — an estimated $39.1K sold.

Life Planning Partners first reported a position in PFE in Q4 2021 and held it in 5 quarters. The position peaked at $78K in Q4 2021. 2,874 funds tracked by Wall St. Rank hold PFE as of Q1 2024.

  • Life Planning Partners reported no remaining Pfizer position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 1,358 Pfizer shares in Q1 2024, an estimated $39.1K.
  • Life Planning Partners first reported a position in Pfizer in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's Pfizer position peaked at $78K in Q4 2021.
  • 2,874 funds tracked by Wall St. Rank held Pfizer as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.