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Parisi Gray Wealth Management’s Pfizer PFE Stock Holding History

Parisi Gray 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
2024
Q3 		– Sell
-7,156
Closed -$200K – 114
2024
Q2 		$200K Sell
7,156
-586
-8% -$16.1K 0.07% 106
2024
Q1 		$215K Sell
7,742
-314
-4% -$8.71K 0.08% 100
2023
Q4 		$232K Sell
8,056
-678
-8% -$20.5K 0.09% 94
2023
Q3 		$290K Sell
8,734
-155
-2% -$5.48K 0.13% 85
2023
Q2 		$363K Buy
8,889
+331
+4% +$12.9K 0.17% 75
2023
Q1 		$349K Sell
8,558
-400
-4% -$17.3K 0.22% 64
2022
Q4 		$459K Buy
8,958
+670
+8% +$32.1K 0.23% 70
2022
Q3 		$363K Sell
8,288
-264
-3% -$12.8K 0.28% 59
2022
Q2 		$448K Buy
8,552
+47
+0.6% +$2.4K 0.23% 70
2022
Q1 		$440K Sell
8,505
-2
-0% -$104 0.18% 83
2021
Q4 		$502K Buy
8,507
+221
+3% +$10.9K 0.19% 83
2021
Q3 		$356K Buy
8,286
+56
+0.7% +$2.48K 0.15% 98
2021
Q2 		$322K Buy
8,230
+66
+0.8% +$2.57K 0.12% 106
2021
Q1 		$296K Sell
8,164
-468
-5% -$16.6K 0.12% 104
2020
Q4 		$318K Sell
8,632
-2,262
-21% -$83K 0.14% 99
2020
Q3 		$379K Buy
10,894
+2,079
+24% +$72.9K 0.2% 79
2020
Q2 		$273K Sell
8,815
-126
-1% -$4.28K 0.16% 93
2020
Q1 		$277K Sell
8,941
-907
-9% -$30.9K 0.2% 83
2019
Q4 		$366K Sell
9,848
-795
-7% -$28.3K 0.21% 76
2019
Q3 		$363K Buy
10,643
+880
+9% +$32K 0.24% 75
2019
Q2 		$401K Sell
9,763
-154
-2% -$6.12K 0.27% 72
2019
Q1 		$400K Buy
9,917
+574
+6% +$23K 0.26% 73
2018
Q4 		$381K Buy
9,343
+210
+2% +$8.72K 0.26% 73
2018
Q3 		$380K Sell
9,133
-1,058
-10% -$40.7K 0.23% 82
2018
Q2 		$359K Sell
10,191
-445
-4% -$15.2K 0.24% 84
2018
Q1 		$343K Sell
10,636
-314
-3% -$10.8K 0.26% 80
2017
Q4 		$379K Buy
+10,950
New +$373K 0.28% 78

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Parisi Gray Wealth Management's PFE Position: Q3 2024 in Review

Parisi Gray Wealth Management sold out of Pfizer (PFE) in Q3 2024, closing a stake of 7,156 shares — an estimated $200K sold.

Parisi Gray Wealth Management first reported a position in PFE in Q4 2017 and held it in 27 quarters. The position peaked at $502K in Q4 2021. 2,909 funds tracked by Wall St. Rank hold PFE as of Q3 2024.

  • Parisi Gray Wealth Management reported no remaining Pfizer position as of Q3 2024 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 7,156 Pfizer shares in Q3 2024, an estimated $200K.
  • Parisi Gray Wealth Management first reported a position in Pfizer in Q4 2017 and held it in 27 quarters.
  • Parisi Gray Wealth Management's Pfizer position peaked at $502K in Q4 2021.
  • 2,909 funds tracked by Wall St. Rank held Pfizer as of Q3 2024.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2024, filed 7 Oct 2024.