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Lineweaver Wealth Advisors’s Pfizer PFE Stock Holding History

Lineweaver Wealth 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
-10,000
Closed -$100 – 130
2023
Q4 		$100 Hold
10,000
– – ﹤0.01% 128
2023
Q3 		$300 Buy
+10,000
New +$354K ﹤0.01% 136
2023
Q2 		– Sell
-10,000
Closed -$408K – 129
2023
Q1 		$408K Buy
+10,000
New +$432K 0.13% 91

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Lineweaver Wealth Advisors's PFE Position: Q1 2024 in Review

Lineweaver Wealth Advisors sold out of Pfizer (PFE) in Q1 2024, closing a stake of 13,130 shares — an estimated $378K sold.

Lineweaver Wealth Advisors first reported a position in PFE in Q4 2019 and held it in 17 quarters. The position peaked at $2.79M in Q4 2022. 2,882 funds tracked by Wall St. Rank hold PFE as of Q1 2024.

  • Lineweaver Wealth Advisors reported no remaining Pfizer position as of Q1 2024 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 13,130 Pfizer shares in Q1 2024, an estimated $378K.
  • Lineweaver Wealth Advisors first reported a position in Pfizer in Q4 2019 and held it in 17 quarters.
  • Lineweaver Wealth Advisors's Pfizer position peaked at $2.79M in Q4 2022.
  • 2,882 funds tracked by Wall St. Rank held Pfizer as of Q1 2024.

Based on Lineweaver Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.