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Marks Group Wealth Management’s Pfizer PFE Stock Holding History

Marks Group 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
2023
Q4 		– Sell
-72,182
Closed -$2.39M – 295
2023
Q3 		$2.39M Buy
72,182
+28,989
+67% +$1.03M 0.3% 103
2023
Q2 		$1.58M Buy
43,193
+4,312
+11% +$168K 0.19% 137
2023
Q1 		$1.59M Buy
38,881
+5,773
+17% +$249K 0.2% 131
2022
Q4 		$1.7M Buy
33,108
+2,805
+9% +$134K 0.23% 123
2022
Q3 		$1.33M Buy
30,303
+3,798
+14% +$185K 0.2% 130
2022
Q2 		$1.39M Buy
26,505
+4,561
+21% +$232K 0.2% 136
2022
Q1 		$1.14M Sell
21,944
-10,763
-33% -$558K 0.14% 155
2021
Q4 		$1.93M Buy
32,707
+5,599
+21% +$277K 0.24% 120
2021
Q3 		$1.17M Buy
27,108
+2,564
+10% +$114K 0.16% 142
2021
Q2 		$960K Buy
24,544
+1,678
+7% +$65.3K 0.13% 143
2021
Q1 		$830K Buy
22,866
+1,629
+8% +$57.8K 0.12% 145
2020
Q4 		$782K Sell
21,237
-1,706
-7% -$62.6K 0.12% 151
2020
Q3 		$799K Buy
22,943
+207
+0.9% +$7.26K 0.14% 143
2020
Q2 		$703K Buy
22,736
+664
+3% +$22.6K 0.14% 139
2020
Q1 		$682K Buy
22,072
+1,877
+9% +$64K 0.18% 134
2019
Q4 		$751K Buy
+20,195
New +$719K 0.15% 149

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Marks Group Wealth Management's PFE Position: Q4 2023 in Review

Marks Group Wealth Management sold out of Pfizer (PFE) in Q4 2023, closing a stake of 72,182 shares — an estimated $2.39M sold.

Marks Group Wealth Management first reported a position in PFE in Q4 2019 and held it in 16 quarters. The position peaked at $2.39M in Q3 2023. 2,935 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

  • Marks Group Wealth Management reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
  • Marks Group Wealth Management sold 72,182 Pfizer shares in Q4 2023, an estimated $2.39M.
  • Marks Group Wealth Management first reported a position in Pfizer in Q4 2019 and held it in 16 quarters.
  • Marks Group Wealth Management's Pfizer position peaked at $2.39M in Q3 2023.
  • 2,935 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Marks Group Wealth Management's 13F filing for Q4 2023, filed 1 Feb 2024.