Pinnacle Family Advisors’s Pfizer PFE Stock Holding History

Pinnacle Family 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 Q3	–	Sell	-7,194	Closed	-$264K	–	99
2023 Q2	$264K	Buy	7,194 +1,370	+24%	+$53.3K	0.14%	85
2023 Q1	$238K	Buy	5,824 +58	+1%	+$2.5K	0.14%	88
2022 Q4	$295K	Sell	5,766 -12	-0.2%	-$575	0.21%	76
2022 Q3	$253K	Buy	5,778 +244	+4%	+$11.9K	0.22%	73
2022 Q2	$290K	Buy	5,534 +992	+22%	+$50.6K	0.24%	71
2022 Q1	$235K	Sell	4,542 -1,131	-20%	-$58.7K	0.13%	106
2021 Q4	$335K	Sell	5,673 -784	-12%	-$38.8K	0.15%	80
2021 Q3	$278K	Buy	+6,457	New	+$286K	0.12%	107
2021 Q1	–	Sell	-24,841	Closed	-$914K	–	140
2020 Q4	$914K	Buy	24,841 +18,301	+280%	+$671K	0.56%	41
2020 Q3	$228K	Buy	+6,540	New	+$229K	0.15%	68
2018 Q1	–	Sell	-6,511	Closed	-$224K	–	74
2017 Q4	$224K	Sell	6,511 -124	-2%	-$4.23K	0.1%	65
2017 Q3	$225K	Buy	+6,635	New	+$213K	0.11%	68
2017 Q2	–	Sell	-6,238	Closed	-$202K	–	78
2017 Q1	$202K	Buy	+6,238	New	+$197K	0.13%	59

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Pinnacle Family Advisors's PFE Position: Q3 2023 in Review

Pinnacle Family Advisors sold out of Pfizer (PFE) in Q3 2023, closing a stake of 7,194 shares — an estimated $264K sold.

Pinnacle Family Advisors first reported a position in PFE in Q1 2017 and held it in 13 quarters. The position peaked at $914K in Q4 2020. 2,928 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

Pinnacle Family Advisors reported no remaining Pfizer position as of Q3 2023 after selling out during the quarter.
Pinnacle Family Advisors sold 7,194 Pfizer shares in Q3 2023, an estimated $264K.
Pinnacle Family Advisors first reported a position in Pfizer in Q1 2017 and held it in 13 quarters.
Pinnacle Family Advisors's Pfizer position peaked at $914K in Q4 2020.
2,928 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on Pinnacle Family Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.