Raymond James Financial Services Advisors’s Pfizer PFE Stock Holding History

Raymond James Financial Services 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
2022 Q3	–	Sell	-16,200	Closed	-$21K	–	3374
2022 Q2	$21K	Buy	16,200 +2,300	+17%	+$117K	﹤0.01%	3156
2022 Q1	$47K	Buy	13,900 +100	+0.7%	+$5.19K	﹤0.01%	3198
2021 Q4	$6K	Buy	+13,800	New	+$684K	﹤0.01%	3281
2020 Q2	–	Sell	-20,658	Closed	-$1K	–	2883
2020 Q1	$1K	Sell	20,658 -34,361	-62%	-$1.17M	﹤0.01%	2417
2019 Q4	$14K	Buy	55,019 +21,186	+63%	+$755K	﹤0.01%	2815
2019 Q3	$7K	Sell	33,833 -6,008	-15%	-$218K	﹤0.01%	2786
2019 Q2	$24K	Buy	39,841 +10,961	+38%	+$435K	﹤0.01%	2780
2019 Q1	$4K	Buy	28,880 +15,705	+119%	+$629K	﹤0.01%	2787
2018 Q4	$16K	Sell	13,175 -6,008	-31%	-$249K	﹤0.01%	2524
2018 Q3	$77K	Buy	+19,183	New	+$738K	﹤0.01%	2685
2018 Q1	–	Sell	-11,067	Closed	-$6K	–	2687
2017 Q4	$6K	Sell	11,067 -2,213	-17%	-$75.5K	﹤0.01%	2526
2017 Q3	$9K	Buy	+13,280	New	+$427K	﹤0.01%	2546

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Raymond James Financial Services Advisors's PFE Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Pfizer (PFE) stake by 1.1% in Q3 2024, buying an estimated $769K and bringing the position to 2,442,324 shares worth $70.7M. The position accounts for 0.09% of the portfolio, ranked #206.

Raymond James Financial Services Advisors first reported a position in PFE in Q2 2013 and has held it in 46 quarters since. The position peaked at $177M in Q4 2019. 2,910 funds tracked by Wall St. Rank hold PFE as of Q3 2024.

Raymond James Financial Services Advisors held 2,442,324 shares of Pfizer worth $70.7M as of Q3 2024.
Raymond James Financial Services Advisors bought 26,369 Pfizer shares in Q3 2024, an estimated $769K.
Pfizer made up 0.09% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #206 holding.
Raymond James Financial Services Advisors first reported a position in Pfizer in Q2 2013 and has held it in 46 quarters since.
Raymond James Financial Services Advisors's Pfizer position peaked at $177M in Q4 2019.
2,910 funds tracked by Wall St. Rank held Pfizer as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.