Royal Capital Wealth Management’s Pfizer PFE Stock Holding History

Royal Capital 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
2023 Q4	–	Sell	-6,675	Closed	-$221K	–	98
2023 Q3	$221K	Sell	6,675 -2,300	-26%	-$81.3K	0.21%	79
2023 Q2	$329K	Sell	8,975 -365	-4%	-$14.2K	0.31%	62
2023 Q1	$381K	Sell	9,340 -100	-1%	-$4.32K	0.38%	55
2022 Q4	$484K	Hold	9,440	–	–	0.51%	38
2022 Q3	$413K	Sell	9,440 -570	-6%	-$27.7K	0.48%	45
2022 Q2	$525K	Sell	10,010 -1,870	-16%	-$95.3K	0.57%	40
2022 Q1	$615K	Buy	11,880 +1,150	+11%	+$59.7K	0.6%	41
2021 Q4	$634K	Buy	+10,730	New	+$532K	0.62%	42

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

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

Royal Capital Wealth Management's PFE Position: Q4 2023 in Review

Royal Capital Wealth Management sold out of Pfizer (PFE) in Q4 2023, closing a stake of 6,675 shares — an estimated $221K sold.

Royal Capital Wealth Management first reported a position in PFE in Q4 2021 and held it in 8 quarters. The position peaked at $634K in Q4 2021. 2,935 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

Royal Capital Wealth Management reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
Royal Capital Wealth Management sold 6,675 Pfizer shares in Q4 2023, an estimated $221K.
Royal Capital Wealth Management first reported a position in Pfizer in Q4 2021 and held it in 8 quarters.
Royal Capital Wealth Management's Pfizer position peaked at $634K in Q4 2021.
2,935 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Royal Capital Wealth Management's 13F filing for Q4 2023, filed 7 Feb 2024.