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Sanctuary Wealth Management’s Pfizer PFE Stock Holding History

Sanctuary 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
2024
Q4 		$11K Hold
414
– – 0.01% 170
2024
Q3 		$12K Hold
414
– – 0.01% 169
2024
Q2 		$11.6K Sell
414
-150
-27% -$4.13K 0.01% 147
2024
Q1 		$15.7K Hold
564
– – 0.01% 137
2023
Q4 		$16.2K Hold
564
– – 0.02% 131
2023
Q3 		$18.7K Hold
564
– – 0.02% 113
2023
Q2 		$20.7K Buy
+564
New +$22K 0.02% 113
2022
Q4 		$50K Buy
+976
New +$46.8K 0.06% 71

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sanctuary Wealth Management's PFE Position: Q4 2024 in Review

Sanctuary Wealth Management held its Pfizer (PFE) position steady in Q4 2024 at 414 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #170.

Sanctuary Wealth Management first reported a position in PFE in Q4 2022 and has held it in 8 quarters since. The position peaked at $50K in Q4 2022. 2,995 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

  • Sanctuary Wealth Management held 414 shares of Pfizer worth $11K as of Q4 2024.
  • Sanctuary Wealth Management left its Pfizer share count unchanged in Q4 2024.
  • Pfizer made up 0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #170 holding.
  • Sanctuary Wealth Management first reported a position in Pfizer in Q4 2022 and has held it in 8 quarters since.
  • Sanctuary Wealth Management's Pfizer position peaked at $50K in Q4 2022.
  • 2,995 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.