Peterson Wealth Management’s Pfizer PFE Stock Holding History

Peterson 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
2023 Q3	–	Sell	-14,148	Closed	-$519K	–	67
2023 Q2	$519K	Sell	14,148 -1,281	-8%	-$49.9K	0.41%	45
2023 Q1	$630K	Sell	15,429 -50	-0.3%	-$2.16K	0.6%	39
2022 Q4	$793K	Sell	15,479 -197	-1%	-$9.45K	0.81%	33
2022 Q3	$686K	Buy	15,676 +1,039	+7%	+$50.5K	0.64%	40
2022 Q2	$767K	Buy	14,637 +3,616	+33%	+$184K	0.99%	31
2022 Q1	$571K	Buy	+11,021	New	+$572K	0.38%	51

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

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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Peterson Wealth Management's PFE Position: Q3 2023 in Review

Peterson Wealth Management sold out of Pfizer (PFE) in Q3 2023, closing a stake of 14,148 shares — an estimated $519K sold.

Peterson Wealth Management first reported a position in PFE in Q1 2022 and held it in 6 quarters. The position peaked at $793K in Q4 2022. 2,926 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

Peterson Wealth Management reported no remaining Pfizer position as of Q3 2023 after selling out during the quarter.
Peterson Wealth Management sold 14,148 Pfizer shares in Q3 2023, an estimated $519K.
Peterson Wealth Management first reported a position in Pfizer in Q1 2022 and held it in 6 quarters.
Peterson Wealth Management's Pfizer position peaked at $793K in Q4 2022.
2,926 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on Peterson Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.