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Peak Financial Management’s Pfizer PFE Stock Holding History

Peak Financial 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
Q2 		– Sell
-6,727
Closed -$274K – 79
2023
Q1 		$274K Buy
+6,727
New +$291K 0.1% 62
2022
Q1 		– Sell
-4,203
Closed -$248K – 82
2021
Q4 		$248K Buy
+4,203
New +$208K 0.08% 67

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Peak Financial Management's PFE Position: Q2 2023 in Review

Peak Financial Management sold out of Pfizer (PFE) in Q2 2023, closing a stake of 6,727 shares — an estimated $274K sold.

Peak Financial Management first reported a position in PFE in Q4 2021 and held it in 2 quarters. The position peaked at $274K in Q1 2023. 3,042 funds tracked by Wall St. Rank hold PFE as of Q2 2023.

  • Peak Financial Management reported no remaining Pfizer position as of Q2 2023 after selling out during the quarter.
  • Peak Financial Management sold 6,727 Pfizer shares in Q2 2023, an estimated $274K.
  • Peak Financial Management first reported a position in Pfizer in Q4 2021 and held it in 2 quarters.
  • Peak Financial Management's Pfizer position peaked at $274K in Q1 2023.
  • 3,042 funds tracked by Wall St. Rank held Pfizer as of Q2 2023.

Based on Peak Financial Management's 13F filing for Q2 2023, filed 27 Jul 2023.