Moran Wealth Management’s Pfizer PFE Stock Holding History

Moran 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 Q1	–	Sell	-5,603	Closed	-$287K	–	369
2022 Q4	$287K	Buy	+5,603	New	+$269K	0.01%	323

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Moran Wealth Management's PFE Position: Q1 2023 in Review

Moran Wealth Management sold out of Pfizer (PFE) in Q1 2023, closing a stake of 5,603 shares — an estimated $287K sold.

Moran Wealth Management first reported a position in PFE in Q4 2022 and held it in 1 quarter. The position peaked at $287K in Q4 2022. 3,103 funds tracked by Wall St. Rank hold PFE as of Q1 2023.

Moran Wealth Management reported no remaining Pfizer position as of Q1 2023 after selling out during the quarter.
Moran Wealth Management sold 5,603 Pfizer shares in Q1 2023, an estimated $287K.
Moran Wealth Management first reported a position in Pfizer in Q4 2022 and held it in 1 quarter.
Moran Wealth Management's Pfizer position peaked at $287K in Q4 2022.
3,103 funds tracked by Wall St. Rank held Pfizer as of Q1 2023.

Based on Moran Wealth Management's 13F filing for Q1 2023, filed 10 May 2023.