Parkside Advisors’s Pfizer PFE Stock Holding History

Parkside Advisors’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 Q1	–	Sell	-7,411	Closed	-$213K	–	88
2023 Q4	$213K	Buy	7,411 +23	+0.3%	+$695	0.06%	77
2023 Q3	$245K	Hold	7,388	–	–	0.08%	69
2023 Q2	$271K	Hold	7,388	–	–	0.08%	62
2023 Q1	$302K	Buy	7,388 +35	+0.5%	+$1.51K	0.1%	59
2022 Q4	$377K	Buy	+7,353	New	+$353K	0.13%	49

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Parkside Advisors's PFE Position: Q1 2024 in Review

Parkside Advisors sold out of Pfizer (PFE) in Q1 2024, closing a stake of 7,411 shares — an estimated $213K sold.

Parkside Advisors first reported a position in PFE in Q4 2022 and held it in 5 quarters. The position peaked at $377K in Q4 2022. 2,883 funds tracked by Wall St. Rank hold PFE as of Q1 2024.

Parkside Advisors reported no remaining Pfizer position as of Q1 2024 after selling out during the quarter.
Parkside Advisors sold 7,411 Pfizer shares in Q1 2024, an estimated $213K.
Parkside Advisors first reported a position in Pfizer in Q4 2022 and held it in 5 quarters.
Parkside Advisors's Pfizer position peaked at $377K in Q4 2022.
2,883 funds tracked by Wall St. Rank held Pfizer as of Q1 2024.

Based on Parkside Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.