ML&R Wealth Management’s Pfizer PFE Stock Holding History

ML&R 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 Q3	–	Sell	-6,043	Closed	-$222K	–	89
2023 Q2	$222K	Buy	+6,043	New	+$235K	0.05%	85

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ML&R Wealth Management's PFE Position: Q3 2023 in Review

ML&R Wealth Management sold out of Pfizer (PFE) in Q3 2023, closing a stake of 6,043 shares — an estimated $222K sold.

ML&R Wealth Management first reported a position in PFE in Q2 2023 and held it in 1 quarter. The position peaked at $222K in Q2 2023. 2,926 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

ML&R Wealth Management reported no remaining Pfizer position as of Q3 2023 after selling out during the quarter.
ML&R Wealth Management sold 6,043 Pfizer shares in Q3 2023, an estimated $222K.
ML&R Wealth Management first reported a position in Pfizer in Q2 2023 and held it in 1 quarter.
ML&R Wealth Management's Pfizer position peaked at $222K in Q2 2023.
2,926 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on ML&R Wealth Management's 13F filing for Q3 2023, filed 2 Nov 2023.