Pillar Wealth Advisors’s Pfizer PFE Stock Holding History

Pillar Wealth 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	-6,155	Closed	-$204K	–	72
2023 Q3	$204K	Hold	6,155	–	–	0.18%	67
2023 Q2	$226K	Sell	6,155 -1,024	-14%	-$39.9K	0.19%	63
2023 Q1	$293K	Buy	7,179 +824	+13%	+$35.6K	0.29%	54
2022 Q4	$326K	Hold	6,355	–	–	0.31%	50
2022 Q3	$278K	Hold	6,355	–	–	0.28%	46
2022 Q2	$333K	Hold	6,355	–	–	0.34%	42
2022 Q1	$329K	Sell	6,355 -5,172	-45%	-$268K	0.32%	41
2021 Q4	$681K	Buy	+11,527	New	+$571K	0.65%	29

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

Pillar Wealth Advisors's PFE Position: Q4 2023 in Review

Pillar Wealth Advisors sold out of Pfizer (PFE) in Q4 2023, closing a stake of 6,155 shares — an estimated $204K sold.

Pillar Wealth Advisors first reported a position in PFE in Q4 2021 and held it in 8 quarters. The position peaked at $681K in Q4 2021. 2,936 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

Pillar Wealth Advisors reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
Pillar Wealth Advisors sold 6,155 Pfizer shares in Q4 2023, an estimated $204K.
Pillar Wealth Advisors first reported a position in Pfizer in Q4 2021 and held it in 8 quarters.
Pillar Wealth Advisors's Pfizer position peaked at $681K in Q4 2021.
2,936 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Pillar Wealth Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.