RIA Advisory Group’s Pfizer PFE Stock Holding History

RIA Advisory 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
2024 Q1	–	Sell	-12,900	Closed	-$5.19K	–	187
2023 Q4	$5.19K	Buy	+12,900	New	+$390K	﹤0.01%	121

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

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

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

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

RIA Advisory Group's PFE Position: Q1 2024 in Review

RIA Advisory Group sold out of Pfizer (PFE) in Q1 2024, closing a stake of 12,900 shares — an estimated $5.19K sold.

RIA Advisory Group first reported a position in PFE in Q4 2023 and held it in 1 quarter. The position peaked at $5.19K in Q4 2023. 2,874 funds tracked by Wall St. Rank hold PFE as of Q1 2024.

RIA Advisory Group reported no remaining Pfizer position as of Q1 2024 after selling out during the quarter.
RIA Advisory Group sold 12,900 Pfizer shares in Q1 2024, an estimated $5.19K.
RIA Advisory Group first reported a position in Pfizer in Q4 2023 and held it in 1 quarter.
RIA Advisory Group's Pfizer position peaked at $5.19K in Q4 2023.
2,874 funds tracked by Wall St. Rank held Pfizer as of Q1 2024.

Based on RIA Advisory Group's 13F filing for Q1 2024, filed 3 May 2024.