Peterson Financial Group’s Pfizer PFE Stock Holding History

Peterson Financial Group’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	$10.5K	Buy	+363	New	+$10.6K	0.04%	203
2023 Q1	–	Sell	-22,782	Closed	-$1.17M	–	60
2022 Q4	$1.17M	Sell	22,782 -12,304	-35%	-$590K	1.54%	25
2022 Q3	$1.54M	Buy	35,086 +2,494	+8%	+$121K	1.49%	24
2022 Q2	$1.71M	Buy	32,592 +1,919	+6%	+$97.8K	1.61%	25
2022 Q1	$1.59M	Sell	30,673 -1,389	-4%	-$72.1K	1.32%	33
2021 Q4	$1.89M	Buy	+32,062	New	+$1.59M	1.54%	23

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Peterson Financial Group's PFE Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Pfizer (PFE) in Q3 2024: 363 shares worth $10.5K. The stake represents 0.04% of the portfolio and ranks #203 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in PFE as recently as Q4 2022.

Peterson Financial Group first reported a position in PFE in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.89M in Q4 2021. 2,910 funds tracked by Wall St. Rank hold PFE as of Q3 2024.

Peterson Financial Group held 363 shares of Pfizer worth $10.5K as of Q3 2024.
Pfizer was a new Peterson Financial Group position in Q3 2024.
Pfizer made up 0.04% of Peterson Financial Group's portfolio in Q3 2024, its #203 holding.
Peterson Financial Group first reported a position in Pfizer in Q4 2021 and has held it in 6 quarters since.
Peterson Financial Group's Pfizer position peaked at $1.89M in Q4 2021.
2,910 funds tracked by Wall St. Rank held Pfizer as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.