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Rockline Wealth Management’s Pfizer PFE Stock Holding History

Rockline Wealth Management’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
Q2 		– Sell
-92,649
Closed -$2.57M – 102
2024
Q1 		$2.57M Buy
92,649
+2,423
+3% +$67.2K 0.9% 39
2023
Q4 		$2.6M Buy
+90,226
New +$2.73M 1.08% 33

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Rockline Wealth Management's PFE Position: Q2 2024 in Review

Rockline Wealth Management sold out of Pfizer (PFE) in Q2 2024, closing a stake of 92,649 shares — an estimated $2.57M sold.

Rockline Wealth Management first reported a position in PFE in Q4 2023 and held it in 2 quarters. The position peaked at $2.6M in Q4 2023. 2,874 funds tracked by Wall St. Rank hold PFE as of Q2 2024.

  • Rockline Wealth Management reported no remaining Pfizer position as of Q2 2024 after selling out during the quarter.
  • Rockline Wealth Management sold 92,649 Pfizer shares in Q2 2024, an estimated $2.57M.
  • Rockline Wealth Management first reported a position in Pfizer in Q4 2023 and held it in 2 quarters.
  • Rockline Wealth Management's Pfizer position peaked at $2.6M in Q4 2023.
  • 2,874 funds tracked by Wall St. Rank held Pfizer as of Q2 2024.

Based on Rockline Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.