Rooted Wealth Advisors’s Pfizer PFE Stock Holding History

Rooted 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
2023 Q3	–	Sell	-5,625	Closed	-$205K	–	80
2023 Q2	$205K	Buy	+5,625	New	+$219K	0.14%	80

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rooted Wealth Advisors's PFE Position: Q3 2023 in Review

Rooted Wealth Advisors sold out of Pfizer (PFE) in Q3 2023, closing a stake of 5,625 shares — an estimated $205K sold.

Rooted Wealth Advisors first reported a position in PFE in Q2 2023 and held it in 1 quarter. The position peaked at $205K in Q2 2023. 2,925 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

Rooted Wealth Advisors reported no remaining Pfizer position as of Q3 2023 after selling out during the quarter.
Rooted Wealth Advisors sold 5,625 Pfizer shares in Q3 2023, an estimated $205K.
Rooted Wealth Advisors first reported a position in Pfizer in Q2 2023 and held it in 1 quarter.
Rooted Wealth Advisors's Pfizer position peaked at $205K in Q2 2023.
2,925 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on Rooted Wealth Advisors's 13F filing for Q3 2023, filed 21 Nov 2023.