Sandy Cove Advisors’s Pfizer PFE Stock Holding History

Sandy Cove Advisors’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 Q2	–	Sell	-8,835	Closed	-$245K	–	120
2024 Q1	$245K	Sell	8,835 -116	-1%	-$3.22K	0.11%	109
2023 Q4	$258K	Sell	8,951 -1,363	-13%	-$41.2K	0.13%	103
2023 Q3	$342K	Sell	10,314 -2,257	-18%	-$79.8K	0.2%	85
2023 Q2	$461K	Buy	12,571 +748	+6%	+$29.1K	0.26%	67
2023 Q1	$482K	Buy	11,823 +20	+0.2%	+$864	0.35%	49
2022 Q4	$605K	Buy	11,803 +202	+2%	+$9.69K	0.49%	39
2022 Q3	$508K	Buy	11,601 +191	+2%	+$9.28K	0.46%	35
2022 Q2	$598K	Buy	11,410 +1	+0%	+$51	0.54%	36
2022 Q1	$591K	Hold	11,409	–	–	0.49%	37
2021 Q4	$674K	Buy	+11,409	New	+$565K	0.57%	29

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Sandy Cove Advisors's PFE Position: Q2 2024 in Review

Sandy Cove Advisors sold out of Pfizer (PFE) in Q2 2024, closing a stake of 8,835 shares — an estimated $245K sold.

Sandy Cove Advisors first reported a position in PFE in Q4 2021 and held it in 10 quarters. The position peaked at $674K in Q4 2021. 2,873 funds tracked by Wall St. Rank hold PFE as of Q2 2024.

Sandy Cove Advisors reported no remaining Pfizer position as of Q2 2024 after selling out during the quarter.
Sandy Cove Advisors sold 8,835 Pfizer shares in Q2 2024, an estimated $245K.
Sandy Cove Advisors first reported a position in Pfizer in Q4 2021 and held it in 10 quarters.
Sandy Cove Advisors's Pfizer position peaked at $674K in Q4 2021.
2,873 funds tracked by Wall St. Rank held Pfizer as of Q2 2024.

Based on Sandy Cove Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.