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RMR Wealth Builders’s Pfizer PFE Stock Holding History

RMR Wealth Builders’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
Q4 		– Sell
-9,897
Closed -$328K – 242
2023
Q3 		$328K Sell
9,897
-447
-4% -$15.8K 0.05% 173
2023
Q2 		$379K Buy
10,344
+176
+2% +$6.85K 0.06% 142
2023
Q1 		$415K Buy
10,168
+43
+0.4% +$1.86K 0.08% 125
2022
Q4 		$519K Sell
10,125
-545
-5% -$26.1K 0.12% 93
2022
Q3 		$467K Buy
10,670
+1,556
+17% +$75.6K 0.11% 96
2022
Q2 		$478K Buy
9,114
+91
+1% +$4.64K 0.12% 109
2022
Q1 		$467K Buy
9,023
+797
+10% +$41.4K 0.1% 125
2021
Q4 		$486K Sell
8,226
-2,857
-26% -$142K 0.14% 68
2021
Q3 		$477K Buy
11,083
+1,948
+21% +$86.3K 0.14% 104
2021
Q2 		$358K Sell
9,135
-4,374
-32% -$170K 0.12% 120
2021
Q1 		$489K Buy
13,509
+6,894
+104% +$245K 0.13% 99
2020
Q4 		$243K Sell
6,615
-14,483
-69% -$531K 0.12% 134
2020
Q3 		$735K Buy
21,098
+18,188
+625% +$638K 0.19% 84
2020
Q2 		$91K Buy
+2,910
New +$98.9K 0.08% 175
2019
Q4 		$86K Buy
+2,319
New +$82.6K 0.08% 185

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

RMR Wealth Builders's PFE Position: Q4 2023 in Review

RMR Wealth Builders sold out of Pfizer (PFE) in Q4 2023, closing a stake of 9,897 shares — an estimated $328K sold.

RMR Wealth Builders first reported a position in PFE in Q4 2019 and held it in 15 quarters. The position peaked at $735K in Q3 2020. 2,940 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

  • RMR Wealth Builders reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
  • RMR Wealth Builders sold 9,897 Pfizer shares in Q4 2023, an estimated $328K.
  • RMR Wealth Builders first reported a position in Pfizer in Q4 2019 and held it in 15 quarters.
  • RMR Wealth Builders's Pfizer position peaked at $735K in Q3 2020.
  • 2,940 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on RMR Wealth Builders's 13F filing for Q4 2023, filed 6 Feb 2024.