Salvus Wealth Management’s Pfizer PFE Stock Holding History

Salvus Wealth 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 Q3	–	Sell	-18,429	Closed	-$676K	–	106
2023 Q2	$676K	Buy	18,429 +488	+3%	+$19K	0.52%	53
2023 Q1	$732K	Buy	17,941 +493	+3%	+$21.3K	0.59%	48
2022 Q4	$894K	Sell	17,448 -1,054	-6%	-$50.5K	0.82%	33
2022 Q3	$810K	Buy	18,502 +696	+4%	+$33.8K	0.77%	35
2022 Q2	$934K	Sell	17,806 -79	-0.4%	-$4.03K	0.84%	33
2022 Q1	$926K	Sell	17,885 -9,274	-34%	-$481K	0.71%	36
2021 Q4	$1.6M	Sell	27,159 -108	-0.4%	-$5.35K	1.17%	24
2021 Q3	$1.17M	Buy	27,267 +871	+3%	+$38.6K	0.96%	29
2021 Q2	$1.04M	Buy	26,396 +375	+1%	+$14.6K	0.88%	29
2021 Q1	$936K	Buy	26,021 +955	+4%	+$33.9K	0.87%	29
2020 Q4	$931K	Buy	+25,066	New	+$919K	1.01%	26

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

Salvus Wealth Management's PFE Position: Q3 2023 in Review

Salvus Wealth Management sold out of Pfizer (PFE) in Q3 2023, closing a stake of 18,429 shares — an estimated $676K sold.

Salvus Wealth Management first reported a position in PFE in Q4 2020 and held it in 11 quarters. The position peaked at $1.6M in Q4 2021. 2,925 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

Salvus Wealth Management reported no remaining Pfizer position as of Q3 2023 after selling out during the quarter.
Salvus Wealth Management sold 18,429 Pfizer shares in Q3 2023, an estimated $676K.
Salvus Wealth Management first reported a position in Pfizer in Q4 2020 and held it in 11 quarters.
Salvus Wealth Management's Pfizer position peaked at $1.6M in Q4 2021.
2,925 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on Salvus Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.