RW Investment Management’s Pfizer PFE Stock Holding History

RW Investment 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	-6,676	Closed	-$221K	–	85
2023 Q3	$221K	Hold	6,676	–	–	0.04%	77
2023 Q2	$245K	Sell	6,676 -500	-7%	-$19.5K	0.05%	77
2023 Q1	$293K	Buy	7,176 +252	+4%	+$10.9K	0.08%	69
2022 Q4	$355K	Buy	+6,924	New	+$332K	0.14%	57

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

RW Investment Management's PFE Position: Q4 2023 in Review

RW Investment Management sold out of Pfizer (PFE) in Q4 2023, closing a stake of 6,676 shares — an estimated $221K sold.

RW Investment Management first reported a position in PFE in Q4 2022 and held it in 4 quarters. The position peaked at $355K in Q4 2022. 2,936 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

RW Investment Management reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
RW Investment Management sold 6,676 Pfizer shares in Q4 2023, an estimated $221K.
RW Investment Management first reported a position in Pfizer in Q4 2022 and held it in 4 quarters.
RW Investment Management's Pfizer position peaked at $355K in Q4 2022.
2,936 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on RW Investment Management's 13F filing for Q4 2023, filed 6 Jun 2024.