Safeguard Financial’s Pfizer PFE Stock Holding History

Safeguard Financial’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	-1,999	Closed	-$73K	–	414
2023 Q2	$73K	Buy	+1,999	New	+$77.8K	0.04%	122
2023 Q1	–	Sell	-7,296	Closed	-$374K	–	74
2022 Q4	$374K	Buy	+7,296	New	+$350K	0.27%	44

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

Safeguard Financial's PFE Position: Q3 2023 in Review

Safeguard Financial sold out of Pfizer (PFE) in Q3 2023, closing a stake of 1,999 shares — an estimated $73K sold.

Safeguard Financial first reported a position in PFE in Q4 2022 and held it in 2 quarters. The position peaked at $374K in Q4 2022. 2,925 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

Safeguard Financial reported no remaining Pfizer position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 1,999 Pfizer shares in Q3 2023, an estimated $73K.
Safeguard Financial first reported a position in Pfizer in Q4 2022 and held it in 2 quarters.
Safeguard Financial's Pfizer position peaked at $374K in Q4 2022.
2,925 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.