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Roberts Wealth Advisors’s Pfizer PFE Stock Holding History

Roberts 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
-58,497
Closed -$1.71M – 103
2024
Q3 		$1.71M Buy
58,497
+1,589
+3% +$46.4K 0.55% 53
2024
Q2 		$1.58M Buy
56,908
+3,895
+7% +$107K 0.54% 54
2024
Q1 		$1.37M Buy
+53,013
New +$1.47M 0.51% 56

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

Roberts Wealth Advisors's PFE Position: Q4 2024 in Review

Roberts Wealth Advisors sold out of Pfizer (PFE) in Q4 2024, closing a stake of 58,497 shares — an estimated $1.71M sold.

Roberts Wealth Advisors first reported a position in PFE in Q1 2024 and held it in 3 quarters. The position peaked at $1.71M in Q3 2024. 2,995 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

  • Roberts Wealth Advisors reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
  • Roberts Wealth Advisors sold 58,497 Pfizer shares in Q4 2024, an estimated $1.71M.
  • Roberts Wealth Advisors first reported a position in Pfizer in Q1 2024 and held it in 3 quarters.
  • Roberts Wealth Advisors's Pfizer position peaked at $1.71M in Q3 2024.
  • 2,995 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Roberts Wealth Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.