NovaPoint Capital’s Pfizer PFE Stock Holding History

NovaPoint Capital’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	-6,122	Closed	-$203K	–	140
2023 Q3	$203K	Sell	6,122 -884	-13%	-$31.3K	0.08%	129
2023 Q2	$257K	Sell	7,006 -3,811	-35%	-$148K	0.1%	112
2023 Q1	$441K	Buy	10,817 +167	+2%	+$7.21K	0.18%	91
2022 Q4	$546K	Sell	10,650 -595	-5%	-$28.5K	0.24%	80
2022 Q3	$492K	Sell	11,245 -313	-3%	-$15.2K	0.22%	88
2022 Q2	$606K	Sell	11,558 -1,937	-14%	-$98.7K	0.26%	78
2022 Q1	$699K	Sell	13,495 -76	-0.6%	-$3.94K	0.25%	74
2021 Q4	$801K	Buy	13,571 +6,261	+86%	+$310K	0.29%	72
2021 Q3	$314K	Buy	+7,310	New	+$324K	0.13%	102

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

NovaPoint Capital's PFE Position: Q4 2023 in Review

NovaPoint Capital sold out of Pfizer (PFE) in Q4 2023, closing a stake of 6,122 shares — an estimated $203K sold.

NovaPoint Capital first reported a position in PFE in Q3 2021 and held it in 9 quarters. The position peaked at $801K in Q4 2021. 2,935 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

NovaPoint Capital reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
NovaPoint Capital sold 6,122 Pfizer shares in Q4 2023, an estimated $203K.
NovaPoint Capital first reported a position in Pfizer in Q3 2021 and held it in 9 quarters.
NovaPoint Capital's Pfizer position peaked at $801K in Q4 2021.
2,935 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on NovaPoint Capital's 13F filing for Q4 2023, filed 16 Jan 2024.