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Sage Private Wealth Group’s Pfizer PFE Stock Holding History

Sage Private Wealth 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
2022
Q4 		– Sell
-303
Closed -$13K – 140
2022
Q3 		$13K Buy
303
+203
+203% +$9.86K 0.02% 133
2022
Q2 		$5K Hold
100
– – 0.01% 158
2022
Q1 		$5K Hold
100
– – ﹤0.01% 160
2021
Q4 		$5K Hold
100
– – 0.01% 156
2021
Q3 		$4K Hold
100
– – 0.01% 160
2021
Q2 		$4K Hold
100
– – 0.01% 155
2021
Q1 		$4K Hold
100
– – 0.01% 156
2020
Q4 		$4K Buy
+100
New +$3.67K 0.01% 149

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sage Private Wealth Group's PFE Position: Q4 2022 in Review

Sage Private Wealth Group sold out of Pfizer (PFE) in Q4 2022, closing a stake of 303 shares — an estimated $13K sold.

Sage Private Wealth Group first reported a position in PFE in Q4 2020 and held it in 8 quarters. The position peaked at $13K in Q3 2022. 3,265 funds tracked by Wall St. Rank hold PFE as of Q4 2022.

  • Sage Private Wealth Group reported no remaining Pfizer position as of Q4 2022 after selling out during the quarter.
  • Sage Private Wealth Group sold 303 Pfizer shares in Q4 2022, an estimated $13K.
  • Sage Private Wealth Group first reported a position in Pfizer in Q4 2020 and held it in 8 quarters.
  • Sage Private Wealth Group's Pfizer position peaked at $13K in Q3 2022.
  • 3,265 funds tracked by Wall St. Rank held Pfizer as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.