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Powell Investment Advisors’s Pfizer PFE Stock Holding History

Powell Investment 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
2024
Q4 		– Sell
-22,219
Closed -$643K – 164
2024
Q3 		$643K Buy
22,219
+8,688
+64% +$253K 0.3% 50
2024
Q2 		$379K Hold
13,531
– – 0.2% 72
2024
Q1 		$375K Hold
13,531
– – 0.2% 72
2023
Q4 		$390K Hold
13,531
– – 0.22% 72
2023
Q3 		$449K Sell
13,531
-477
-3% -$16.9K 0.27% 62
2023
Q2 		$514K Sell
14,008
-241
-2% -$9.38K 0.3% 58
2023
Q1 		$581K Buy
14,249
+2
+0% +$86 0.32% 55
2022
Q4 		$730K Sell
14,247
-32
-0.2% -$1.53K 0.42% 39
2022
Q3 		$625K Buy
14,279
+2,853
+25% +$139K 0.41% 40
2022
Q2 		$599K Buy
11,426
+2
+0% +$102 0.36% 40
2022
Q1 		$591K Buy
11,424
+35
+0.3% +$1.82K 0.34% 45
2021
Q4 		$673K Buy
11,389
+2
+0% +$99 0.38% 40
2021
Q3 		$490K Buy
11,387
+2
+0% +$89 0.3% 49
2021
Q2 		$446K Sell
11,385
-1,216
-10% -$47.3K 0.27% 47
2021
Q1 		$457K Buy
12,601
+3
+0% +$107 0.3% 45
2020
Q4 		$464K Sell
12,598
-1,205
-9% -$44.2K 0.35% 44
2020
Q3 		$481K Sell
13,803
-570
-4% -$20K 0.41% 37
2020
Q2 		$446K Buy
14,373
+8
+0.1% +$272 0.43% 41
2020
Q1 		$445K Sell
14,365
-707
-5% -$24.1K 0.54% 38
2019
Q4 		$560K Buy
+15,072
New +$537K 0.58% 37

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Powell Investment Advisors's PFE Position: Q4 2024 in Review

Powell Investment Advisors sold out of Pfizer (PFE) in Q4 2024, closing a stake of 22,219 shares — an estimated $643K sold.

Powell Investment Advisors first reported a position in PFE in Q4 2019 and held it in 20 quarters. The position peaked at $730K in Q4 2022. 2,995 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

  • Powell Investment Advisors reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
  • Powell Investment Advisors sold 22,219 Pfizer shares in Q4 2024, an estimated $643K.
  • Powell Investment Advisors first reported a position in Pfizer in Q4 2019 and held it in 20 quarters.
  • Powell Investment Advisors's Pfizer position peaked at $730K in Q4 2022.
  • 2,995 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Powell Investment Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.