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Retirement Income Solutions’s Pfizer PFE Stock Holding History

Retirement Income Solutions’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
-8,693
Closed -$319K – 138
2023
Q2 		$319K Sell
8,693
-1,500
-15% -$58.4K 0.09% 103
2023
Q1 		$416K Buy
10,193
+1,228
+14% +$53K 0.12% 83
2022
Q4 		$459K Buy
+8,965
New +$430K 0.15% 74
2022
Q2 		– Sell
-3,855
Closed -$200K – 120
2022
Q1 		$200K Sell
3,855
-500
-11% -$25.9K 0.06% 112
2021
Q4 		$257K Buy
+4,355
New +$216K 0.07% 101
2019
Q4 		– Sell
-6,360
Closed -$217K – 80
2019
Q3 		$217K Buy
+6,360
New +$231K 0.12% 67

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 Income Solutions's PFE Position: Q3 2023 in Review

Retirement Income Solutions sold out of Pfizer (PFE) in Q3 2023, closing a stake of 8,693 shares — an estimated $319K sold.

Retirement Income Solutions first reported a position in PFE in Q3 2019 and held it in 6 quarters. The position peaked at $459K in Q4 2022. 2,925 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

  • Retirement Income Solutions reported no remaining Pfizer position as of Q3 2023 after selling out during the quarter.
  • Retirement Income Solutions sold 8,693 Pfizer shares in Q3 2023, an estimated $319K.
  • Retirement Income Solutions first reported a position in Pfizer in Q3 2019 and held it in 6 quarters.
  • Retirement Income Solutions's Pfizer position peaked at $459K in Q4 2022.
  • 2,925 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on Retirement Income Solutions's 13F filing for Q3 2023, filed 1 Nov 2023.