NEIRG Wealth Management’s Pfizer PFE Stock Holding History

NEIRG 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	-9,094	Closed	-$334K	–	89
2023 Q2	$334K	Sell	9,094 -25	-0.3%	-$973	0.06%	114
2023 Q1	$372K	Sell	9,119 -689	-7%	-$29.8K	0.06%	115
2022 Q4	$503K	Buy	9,808 +1,186	+14%	+$56.9K	0.09%	104
2022 Q3	$377K	Sell	8,622 -49,487	-85%	-$2.4M	0.08%	112
2022 Q2	$3.05M	Buy	58,109 +23,727	+69%	+$1.21M	0.67%	42
2022 Q1	$1.78M	Buy	34,382 +12,294	+56%	+$638K	0.35%	60
2021 Q4	$1.3M	Buy	+22,088	New	+$1.09M	0.25%	62

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

NEIRG Wealth Management's PFE Position: Q3 2023 in Review

NEIRG Wealth Management sold out of Pfizer (PFE) in Q3 2023, closing a stake of 9,094 shares — an estimated $334K sold.

NEIRG Wealth Management first reported a position in PFE in Q4 2021 and held it in 7 quarters. The position peaked at $3.05M in Q2 2022. 2,928 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

NEIRG Wealth Management reported no remaining Pfizer position as of Q3 2023 after selling out during the quarter.
NEIRG Wealth Management sold 9,094 Pfizer shares in Q3 2023, an estimated $334K.
NEIRG Wealth Management first reported a position in Pfizer in Q4 2021 and held it in 7 quarters.
NEIRG Wealth Management's Pfizer position peaked at $3.05M in Q2 2022.
2,928 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.