Prostatis Group’s Pfizer PFE Stock Holding History

Prostatis 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
2023 Q3	–	Sell	-28,272	Closed	-$132K	–	190
2023 Q2	$132K	Buy	+28,272	New	+$1.1M	0.06%	126
2023 Q1	–	Sell	-5,893	Closed	-$302K	–	107
2022 Q4	$302K	Sell	5,893 -8	-0.1%	-$384	0.18%	77
2022 Q3	$258K	Buy	5,901 +543	+10%	+$26.4K	0.3%	48
2022 Q2	$281K	Sell	5,358 -854	-14%	-$43.5K	0.44%	28
2022 Q1	$322K	Buy	6,212 +869	+16%	+$45.1K	0.26%	53
2021 Q4	$315K	Buy	5,343 +78	+1%	+$3.87K	0.19%	71
2021 Q3	$226K	Buy	5,265 +5	+0.1%	+$222	0.14%	90
2021 Q2	$206K	Sell	5,260 -300	-5%	-$11.7K	0.14%	100
2021 Q1	$201K	Buy	+5,560	New	+$197K	0.16%	94

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Prostatis Group's PFE Position: Q3 2023 in Review

Prostatis Group sold out of Pfizer (PFE) in Q3 2023, closing a stake of 28,272 shares — an estimated $132K sold.

Prostatis Group first reported a position in PFE in Q1 2021 and held it in 9 quarters. The position peaked at $322K in Q1 2022. 2,925 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

Prostatis Group reported no remaining Pfizer position as of Q3 2023 after selling out during the quarter.
Prostatis Group sold 28,272 Pfizer shares in Q3 2023, an estimated $132K.
Prostatis Group first reported a position in Pfizer in Q1 2021 and held it in 9 quarters.
Prostatis Group's Pfizer position peaked at $322K in Q1 2022.
2,925 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on Prostatis Group's 13F filing for Q3 2023, filed 21 Mar 2025.