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Regent Peak Wealth Advisors’s Pfizer PFE Stock Holding History

Regent Peak Wealth 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
-6,938
Closed -$201K – 192
2024
Q3 		$201K Sell
6,938
-3,772
-35% -$110K 0.05% 172
2024
Q2 		$300K Sell
10,710
-49
-0.5% -$1.35K 0.07% 121
2024
Q1 		$299K Sell
10,759
-2,807
-21% -$77.9K 0.08% 121
2023
Q4 		$391K Sell
13,566
-199
-1% -$6.02K 0.11% 95
2023
Q3 		$457K Sell
13,765
-603
-4% -$21.3K 0.14% 82
2023
Q2 		$527K Sell
14,368
-336
-2% -$13.1K 0.15% 77
2023
Q1 		$600K Sell
14,704
-712
-5% -$30.8K 0.19% 71
2022
Q4 		$790K Buy
15,416
+648
+4% +$31.1K 0.26% 65
2022
Q3 		$646K Sell
14,768
-111
-0.7% -$5.39K 0.23% 72
2022
Q2 		$780K Buy
14,879
+266
+2% +$13.6K 0.25% 62
2022
Q1 		$757K Buy
14,613
+184
+1% +$9.55K 0.22% 62
2021
Q4 		$852K Buy
14,429
+529
+4% +$26.2K 0.23% 61
2021
Q3 		$598K Buy
13,900
+180
+1% +$7.97K 0.17% 83
2021
Q2 		$587K Buy
13,720
+891
+7% +$34.6K 0.16% 84
2021
Q1 		$464K Buy
12,829
+6,521
+103% +$232K 0.15% 89
2020
Q4 		$232K Buy
6,308
+284
+5% +$10.4K 0.08% 129
2020
Q3 		$210K Buy
+6,024
New +$211K 0.09% 122
2020
Q2 		– Sell
-6,526
Closed -$202K – 124
2020
Q1 		$202K Sell
6,526
-619
-9% -$21.1K 0.11% 107
2019
Q4 		$265K Buy
+7,145
New +$254K 0.12% 105

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

Regent Peak Wealth Advisors's PFE Position: Q4 2024 in Review

Regent Peak Wealth Advisors sold out of Pfizer (PFE) in Q4 2024, closing a stake of 6,938 shares — an estimated $201K sold.

Regent Peak Wealth Advisors first reported a position in PFE in Q4 2019 and held it in 19 quarters. The position peaked at $852K in Q4 2021. 2,995 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

  • Regent Peak Wealth Advisors reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 6,938 Pfizer shares in Q4 2024, an estimated $201K.
  • Regent Peak Wealth Advisors first reported a position in Pfizer in Q4 2019 and held it in 19 quarters.
  • Regent Peak Wealth Advisors's Pfizer position peaked at $852K in Q4 2021.
  • 2,995 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Regent Peak Wealth Advisors's 13F filing for Q4 2024, filed 7 Jan 2025.