Prosperity Wealth Management’s Pfizer PFE Stock Holding History

Prosperity Wealth Management’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 Q2	–	Sell	-7,487	Closed	-$208K	–	201
2024 Q1	$208K	Sell	7,487 -167	-2%	-$4.63K	0.1%	144
2023 Q4	$220K	Buy	7,654 +57	+0.8%	+$1.72K	0.14%	121
2023 Q3	$252K	Buy	7,597 +615	+9%	+$21.7K	0.16%	105
2023 Q2	$256K	Buy	6,982 +132	+2%	+$5.14K	0.17%	102
2023 Q1	$279K	Buy	6,850 +2,466	+56%	+$107K	0.22%	85
2022 Q4	$225K	Buy	+4,384	New	+$210K	0.21%	102

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Prosperity Wealth Management's PFE Position: Q2 2024 in Review

Prosperity Wealth Management sold out of Pfizer (PFE) in Q2 2024, closing a stake of 7,487 shares — an estimated $208K sold.

Prosperity Wealth Management first reported a position in PFE in Q4 2022 and held it in 6 quarters. The position peaked at $279K in Q1 2023. 2,873 funds tracked by Wall St. Rank hold PFE as of Q2 2024.

Prosperity Wealth Management reported no remaining Pfizer position as of Q2 2024 after selling out during the quarter.
Prosperity Wealth Management sold 7,487 Pfizer shares in Q2 2024, an estimated $208K.
Prosperity Wealth Management first reported a position in Pfizer in Q4 2022 and held it in 6 quarters.
Prosperity Wealth Management's Pfizer position peaked at $279K in Q1 2023.
2,873 funds tracked by Wall St. Rank held Pfizer as of Q2 2024.

Based on Prosperity Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.