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Retirement Guys Formula’s Pfizer PFE Stock Holding History

Retirement Guys Formula’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
-17,507
Closed -$642K – 136
2023
Q2 		$642K Buy
17,507
+4,313
+33% +$168K 0.37% 70
2023
Q1 		$538K Buy
13,194
+2,331
+21% +$101K 0.39% 71
2022
Q4 		$557K Buy
10,863
+5,952
+121% +$285K 0.46% 61
2022
Q3 		$215K Buy
+4,911
New +$239K 0.23% 113

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

Retirement Guys Formula's PFE Position: Q3 2023 in Review

Retirement Guys Formula sold out of Pfizer (PFE) in Q3 2023, closing a stake of 17,507 shares — an estimated $642K sold.

Retirement Guys Formula first reported a position in PFE in Q3 2022 and held it in 4 quarters. The position peaked at $642K in Q2 2023. 2,926 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

  • Retirement Guys Formula reported no remaining Pfizer position as of Q3 2023 after selling out during the quarter.
  • Retirement Guys Formula sold 17,507 Pfizer shares in Q3 2023, an estimated $642K.
  • Retirement Guys Formula first reported a position in Pfizer in Q3 2022 and held it in 4 quarters.
  • Retirement Guys Formula's Pfizer position peaked at $642K in Q2 2023.
  • 2,926 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on Retirement Guys Formula's 13F filing for Q3 2023, filed 13 Oct 2023.