Pinnacle Wealth Management Group’s Pfizer PFE Stock Holding History

Pinnacle Wealth Management 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 Q1	–	Sell	-7,242	Closed	-$208K	–	112
2023 Q4	$208K	Hold	7,242	–	–	0.17%	92
2023 Q3	$240K	Hold	7,242	–	–	0.22%	82
2023 Q2	$266K	Sell	7,242 -2,166	-23%	-$84.3K	0.23%	81
2023 Q1	$384K	Sell	9,408 -350	-4%	-$15.1K	0.33%	61
2022 Q4	$500K	Sell	9,758 -2,375	-20%	-$114K	0.44%	52
2022 Q3	$531K	Hold	12,133	–	–	0.47%	46
2022 Q2	$636K	Sell	12,133 -800	-6%	-$40.8K	0.53%	44
2022 Q1	$670K	Sell	12,933 -550	-4%	-$28.5K	0.5%	45
2021 Q4	$796K	Hold	13,483	–	–	0.59%	45
2021 Q3	$580K	Buy	13,483 +500	+4%	+$22.1K	0.44%	56
2021 Q2	$508K	Buy	+12,983	New	+$505K	0.37%	68

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

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

Norges Bank Oslo, Norway $935B AUM

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

Pinnacle Wealth Management Group's PFE Position: Q1 2024 in Review

Pinnacle Wealth Management Group sold out of Pfizer (PFE) in Q1 2024, closing a stake of 7,242 shares — an estimated $208K sold.

Pinnacle Wealth Management Group first reported a position in PFE in Q2 2021 and held it in 11 quarters. The position peaked at $796K in Q4 2021. 2,874 funds tracked by Wall St. Rank hold PFE as of Q1 2024.

Pinnacle Wealth Management Group reported no remaining Pfizer position as of Q1 2024 after selling out during the quarter.
Pinnacle Wealth Management Group sold 7,242 Pfizer shares in Q1 2024, an estimated $208K.
Pinnacle Wealth Management Group first reported a position in Pfizer in Q2 2021 and held it in 11 quarters.
Pinnacle Wealth Management Group's Pfizer position peaked at $796K in Q4 2021.
2,874 funds tracked by Wall St. Rank held Pfizer as of Q1 2024.

Based on Pinnacle Wealth Management Group's 13F filing for Q1 2024, filed 24 Apr 2024.