Petra Financial Advisors’s Pfizer PFE Stock Holding History

Petra Financial 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
2023 Q4	–	Sell	-13,772	Closed	-$457K	–	123
2023 Q3	$457K	Buy	13,772 +910	+7%	+$32.2K	0.38%	74
2023 Q2	$472K	Sell	12,862 -1,091	-8%	-$42.5K	0.42%	69
2023 Q1	$569K	Buy	13,953 +1,120	+9%	+$48.4K	0.56%	35
2022 Q4	$658K	Buy	+12,833	New	+$615K	0.72%	36

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

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

Petra Financial Advisors's PFE Position: Q4 2023 in Review

Petra Financial Advisors sold out of Pfizer (PFE) in Q4 2023, closing a stake of 13,772 shares — an estimated $457K sold.

Petra Financial Advisors first reported a position in PFE in Q4 2022 and held it in 4 quarters. The position peaked at $658K in Q4 2022. 2,936 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

Petra Financial Advisors reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
Petra Financial Advisors sold 13,772 Pfizer shares in Q4 2023, an estimated $457K.
Petra Financial Advisors first reported a position in Pfizer in Q4 2022 and held it in 4 quarters.
Petra Financial Advisors's Pfizer position peaked at $658K in Q4 2022.
2,936 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Petra Financial Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.