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Milestone Investment Advisors’s Pfizer PFE Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-40
Closed -$1.33K – 350
2023
Q3 		$1.33K Buy
+40
New +$1.42K ﹤0.01% 413
2023
Q2 		– Sell
-502
Closed -$20.5K – 346
2023
Q1 		$20.5K Buy
+502
New +$21.7K 0.01% 263

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

Milestone Investment Advisors's PFE Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Pfizer (PFE) in Q4 2023, closing a stake of 40 shares — an estimated $1.33K sold.

Milestone Investment Advisors first reported a position in PFE in Q1 2023 and held it in 2 quarters. The position peaked at $20.5K in Q1 2023. 2,936 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 40 Pfizer shares in Q4 2023, an estimated $1.33K.
  • Milestone Investment Advisors first reported a position in Pfizer in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Pfizer position peaked at $20.5K in Q1 2023.
  • 2,936 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.