LWM Advisory Services’s Pfizer PFE Stock Holding History

LWM Advisory Services’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	-4,327	Closed	-$144K	–	132
2023 Q3	$144K	Buy	+4,327	New	+$153K	0.15%	76
2023 Q1	–	Sell	-5,040	Closed	-$249K	–	83
2022 Q4	$249K	Sell	5,040 -8,550	-63%	-$410K	0.28%	67
2022 Q3	$603K	Buy	13,590 +851	+7%	+$41.4K	0.68%	40
2022 Q2	$667K	Buy	12,739 +3,290	+35%	+$168K	0.8%	34
2022 Q1	$488K	Buy	9,449 +1,254	+15%	+$65.1K	0.61%	48
2021 Q4	$484K	Buy	+8,195	New	+$406K	0.6%	48

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

LWM Advisory Services's PFE Position: Q4 2023 in Review

LWM Advisory Services sold out of Pfizer (PFE) in Q4 2023, closing a stake of 4,327 shares — an estimated $144K sold.

LWM Advisory Services first reported a position in PFE in Q4 2021 and held it in 6 quarters. The position peaked at $667K in Q2 2022. 2,935 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

LWM Advisory Services reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
LWM Advisory Services sold 4,327 Pfizer shares in Q4 2023, an estimated $144K.
LWM Advisory Services first reported a position in Pfizer in Q4 2021 and held it in 6 quarters.
LWM Advisory Services's Pfizer position peaked at $667K in Q2 2022.
2,935 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on LWM Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.