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Precision Wealth Strategies’s Pfizer PFE Stock Holding History

Precision Wealth Strategies’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
Q2 		– Sell
-6,288
Closed -$257K – 73
2023
Q1 		$257K Buy
6,288
+45
+0.7% +$1.94K 0.4% 51
2022
Q4 		$320K Sell
6,243
-67
-1% -$3.21K 0.33% 67
2022
Q3 		$287K Buy
6,310
+174
+3% +$8.46K 0.25% 89
2022
Q2 		$318K Buy
6,136
+115
+2% +$5.86K 0.25% 97
2022
Q1 		$312K Buy
6,021
+2,255
+60% +$117K 0.19% 115
2021
Q4 		$222K Buy
+3,766
New +$187K 0.16% 121

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Precision Wealth Strategies's PFE Position: Q2 2023 in Review

Precision Wealth Strategies sold out of Pfizer (PFE) in Q2 2023, closing a stake of 6,288 shares — an estimated $257K sold.

Precision Wealth Strategies first reported a position in PFE in Q4 2021 and held it in 6 quarters. The position peaked at $320K in Q4 2022. 3,042 funds tracked by Wall St. Rank hold PFE as of Q2 2023.

  • Precision Wealth Strategies reported no remaining Pfizer position as of Q2 2023 after selling out during the quarter.
  • Precision Wealth Strategies sold 6,288 Pfizer shares in Q2 2023, an estimated $257K.
  • Precision Wealth Strategies first reported a position in Pfizer in Q4 2021 and held it in 6 quarters.
  • Precision Wealth Strategies's Pfizer position peaked at $320K in Q4 2022.
  • 3,042 funds tracked by Wall St. Rank held Pfizer as of Q2 2023.

Based on Precision Wealth Strategies's 13F filing for Q2 2023, filed 9 Aug 2023.