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MinichMacGregor Wealth Management’s Pfizer PFE Stock Holding History

MinichMacGregor 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
-7,961
Closed -$264K – 109
2023
Q3 		$264K Buy
7,961
+1,815
+30% +$64.2K 0.09% 80
2023
Q2 		$225K Sell
6,146
-543
-8% -$21.1K 0.07% 86
2023
Q1 		$273K Buy
6,689
+4,339
+185% +$187K 0.09% 78
2022
Q4 		$120K Buy
+2,350
New +$113K 0.04% 103
2020
Q2 		– Sell
-34,158
Closed -$1.17M – 98
2020
Q1 		$1.17M Buy
+34,158
New +$1.16M 1.05% 23
2019
Q1 		– Sell
-42,910
Closed -$1.45M – 104
2018
Q4 		$1.45M Buy
42,910
+41,317
+2,594% +$1.72M 0.99% 38
2018
Q3 		$66K Buy
1,593
+297
+23% +$11.4K 0.04% 109
2018
Q2 		$44K Sell
1,296
-370
-22% -$12.6K 0.03% 122
2018
Q1 		$56K Buy
1,666
+71
+4% +$2.44K 0.04% 104
2017
Q4 		$54K Buy
1,595
+10
+0.6% +$341 0.04% 106
2017
Q3 		$53K Sell
1,585
-293
-16% -$9.42K 0.04% 101
2017
Q2 		$59K Sell
1,878
-36
-2% -$1.14K 0.05% 94
2017
Q1 		$62K Sell
1,914
-153
-7% -$4.82K 0.06% 89
2016
Q4 		$63K Sell
2,067
-804
-28% -$24.5K 0.06% 88
2016
Q3 		$92K Sell
2,871
-116
-4% -$3.88K 0.09% 72
2016
Q2 		$99K Buy
2,987
+1
+0% +$32 0.09% 67
2016
Q1 		$83K Buy
2,986
+422
+16% +$12.1K 0.08% 76
2015
Q4 		$84K Buy
+2,564
New +$80.7K 0.08% 69

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

MinichMacGregor Wealth Management's PFE Position: Q4 2023 in Review

MinichMacGregor Wealth Management sold out of Pfizer (PFE) in Q4 2023, closing a stake of 7,961 shares — an estimated $264K sold.

MinichMacGregor Wealth Management first reported a position in PFE in Q4 2015 and held it in 18 quarters. The position peaked at $1.45M in Q4 2018. 2,940 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

  • MinichMacGregor Wealth Management reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 7,961 Pfizer shares in Q4 2023, an estimated $264K.
  • MinichMacGregor Wealth Management first reported a position in Pfizer in Q4 2015 and held it in 18 quarters.
  • MinichMacGregor Wealth Management's Pfizer position peaked at $1.45M in Q4 2018.
  • 2,940 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.