LifePro Asset Management’s Pfizer PFE Stock Holding History

LifePro Asset 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
2024 Q3	$848K	Buy	+29,291	New	+$854K	0.52%	56
2023 Q2	–	Sell	-13,052	Closed	-$669K	–	127
2023 Q1	$669K	Hold	13,052	–	–	0.49%	46
2022 Q4	$669K	Sell	13,052 -847	-6%	-$40.6K	0.49%	45
2022 Q3	$608K	Sell	13,899 -368	-3%	-$17.9K	0.35%	32
2022 Q2	$748K	Buy	14,267 +2,662	+23%	+$136K	0.39%	49
2022 Q1	$601K	Buy	11,605 +1,673	+17%	+$86.8K	0.22%	66
2021 Q4	$586K	Buy	+9,932	New	+$492K	0.17%	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

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

Norges Bank Oslo, Norway $935B AUM

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

LifePro Asset Management's PFE Position: Q3 2024 in Review

LifePro Asset Management opened a new position in Pfizer (PFE) in Q3 2024: 29,291 shares worth $848K. The stake represents 0.52% of the portfolio and ranks #56 among its holdings. This is a return to the name: LifePro Asset Management previously reported a position in PFE as recently as Q1 2023.

LifePro Asset Management first reported a position in PFE in Q4 2021 and has held it in 7 quarters since. 2,909 funds tracked by Wall St. Rank hold PFE as of Q3 2024.

LifePro Asset Management held 29,291 shares of Pfizer worth $848K as of Q3 2024.
Pfizer was a new LifePro Asset Management position in Q3 2024.
Pfizer made up 0.52% of LifePro Asset Management's portfolio in Q3 2024, its #56 holding.
LifePro Asset Management first reported a position in Pfizer in Q4 2021 and has held it in 7 quarters since.
2,909 funds tracked by Wall St. Rank held Pfizer as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.