Long Island Wealth Management’s Pfizer PFE Stock Holding History

Long Island Wealth 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 Q1	–	Sell	-2,909	Closed	-$84K	–	309
2023 Q4	$84K	Buy	+2,909	New	+$87.9K	0.06%	105

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 $315B AUM 27.84% 1-Year Est. Return

Long Island Wealth Management's PFE Position: Q1 2024 in Review

Long Island Wealth Management sold out of Pfizer (PFE) in Q1 2024, closing a stake of 2,909 shares — an estimated $84K sold.

Long Island Wealth Management first reported a position in PFE in Q4 2023 and held it in 1 quarter. The position peaked at $84K in Q4 2023. 2,875 funds tracked by Wall St. Rank hold PFE as of Q1 2024.

Long Island Wealth Management reported no remaining Pfizer position as of Q1 2024 after selling out during the quarter.
Long Island Wealth Management sold 2,909 Pfizer shares in Q1 2024, an estimated $84K.
Long Island Wealth Management first reported a position in Pfizer in Q4 2023 and held it in 1 quarter.
Long Island Wealth Management's Pfizer position peaked at $84K in Q4 2023.
2,875 funds tracked by Wall St. Rank held Pfizer as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.