M3 Advisory Group’s Pfizer PFE Stock Holding History

M3 Advisory Group’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 Q2	–	Sell	-7,432	Closed	-$206K	–	144
2024 Q1	$206K	Sell	7,432 -411	-5%	-$11.4K	0.19%	123
2023 Q4	$226K	Buy	+7,843	New	+$237K	0.26%	89

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

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

M3 Advisory Group's PFE Position: Q2 2024 in Review

M3 Advisory Group sold out of Pfizer (PFE) in Q2 2024, closing a stake of 7,432 shares — an estimated $206K sold.

M3 Advisory Group first reported a position in PFE in Q4 2023 and held it in 2 quarters. The position peaked at $226K in Q4 2023. 2,873 funds tracked by Wall St. Rank hold PFE as of Q2 2024.

M3 Advisory Group reported no remaining Pfizer position as of Q2 2024 after selling out during the quarter.
M3 Advisory Group sold 7,432 Pfizer shares in Q2 2024, an estimated $206K.
M3 Advisory Group first reported a position in Pfizer in Q4 2023 and held it in 2 quarters.
M3 Advisory Group's Pfizer position peaked at $226K in Q4 2023.
2,873 funds tracked by Wall St. Rank held Pfizer as of Q2 2024.

Based on M3 Advisory Group's 13F filing for Q2 2024, filed 22 Jul 2024.