Royal Harbor Partners’s Pfizer PFE Stock Holding History

Royal Harbor Partners’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	-8,245	Closed	-$302K	–	64
2023 Q2	$302K	Hold	8,245	–	–	0.15%	62
2023 Q1	$336K	Hold	8,245	–	–	0.18%	62
2022 Q4	$422K	Hold	8,245	–	–	0.26%	56
2022 Q3	$361K	Hold	8,245	–	–	0.25%	63
2022 Q2	$432K	Hold	8,245	–	–	0.3%	54
2022 Q1	$427K	Buy	8,245 +40	+0.5%	+$2.08K	0.27%	62
2021 Q4	$485K	Hold	8,205	–	–	0.31%	57
2021 Q3	$353K	Hold	8,205	–	–	0.25%	64
2021 Q2	$321K	Hold	8,205	–	–	0.21%	60
2021 Q1	$297K	Sell	8,205 -469	-5%	-$16.7K	0.23%	60
2020 Q4	$319K	Sell	8,674 -468	-5%	-$17.2K	0.27%	66
2020 Q3	$318K	Hold	9,142	–	–	0.3%	64
2020 Q2	$284K	Hold	9,142	–	–	0.28%	69
2020 Q1	$283K	Buy	9,142 +297	+3%	+$10.1K	0.33%	58
2019 Q4	$329K	Buy	+8,845	New	+$315K	0.32%	46

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

Royal Harbor Partners's PFE Position: Q3 2023 in Review

Royal Harbor Partners sold out of Pfizer (PFE) in Q3 2023, closing a stake of 8,245 shares — an estimated $302K sold.

Royal Harbor Partners first reported a position in PFE in Q4 2019 and held it in 15 quarters. The position peaked at $485K in Q4 2021. 2,925 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

Royal Harbor Partners reported no remaining Pfizer position as of Q3 2023 after selling out during the quarter.
Royal Harbor Partners sold 8,245 Pfizer shares in Q3 2023, an estimated $302K.
Royal Harbor Partners first reported a position in Pfizer in Q4 2019 and held it in 15 quarters.
Royal Harbor Partners's Pfizer position peaked at $485K in Q4 2021.
2,925 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on Royal Harbor Partners's 13F filing for Q3 2023, filed 14 Nov 2023.