S.E.E.D. Planning Group’s Pfizer PFE Stock Holding History

S.E.E.D. Planning Group’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 Q1	–	Sell	-6,968	Closed	-$201K	–	88
2023 Q4	$201K	Sell	6,968 -649	-9%	-$19.6K	0.08%	84
2023 Q3	$253K	Buy	+7,617	New	+$269K	0.1%	68
2020 Q1	–	Sell	-12,882	Closed	-$479K	–	59
2019 Q4	$479K	Buy	+12,882	New	+$459K	0.42%	43

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

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

S.E.E.D. Planning Group's PFE Position: Q1 2024 in Review

S.E.E.D. Planning Group sold out of Pfizer (PFE) in Q1 2024, closing a stake of 6,968 shares — an estimated $201K sold.

S.E.E.D. Planning Group first reported a position in PFE in Q4 2019 and held it in 3 quarters. The position peaked at $479K in Q4 2019. 2,874 funds tracked by Wall St. Rank hold PFE as of Q1 2024.

S.E.E.D. Planning Group reported no remaining Pfizer position as of Q1 2024 after selling out during the quarter.
S.E.E.D. Planning Group sold 6,968 Pfizer shares in Q1 2024, an estimated $201K.
S.E.E.D. Planning Group first reported a position in Pfizer in Q4 2019 and held it in 3 quarters.
S.E.E.D. Planning Group's Pfizer position peaked at $479K in Q4 2019.
2,874 funds tracked by Wall St. Rank held Pfizer as of Q1 2024.

Based on S.E.E.D. Planning Group's 13F filing for Q1 2024, filed 16 Apr 2024.