Schneider Downs Wealth Management Advisors’s Pfizer PFE Stock Holding History

Schneider Downs Wealth Management 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	-8,364	Closed	-$232K	–	136
2024 Q1	$232K	Buy	+8,364	New	+$232K	0.05%	124
2022 Q4	–	Sell	-10,469	Closed	-$458K	–	143
2022 Q3	$458K	Sell	10,469 -2,665	-20%	-$129K	0.13%	66
2022 Q2	$689K	Buy	13,134 +2,775	+27%	+$141K	0.19%	56
2022 Q1	$536K	Sell	10,359 -835	-7%	-$43.3K	0.14%	74
2021 Q4	$661K	Sell	11,194 -137	-1%	-$6.79K	0.16%	71
2021 Q3	$487K	Buy	11,331 +2,212	+24%	+$98K	0.13%	79
2021 Q2	$357K	Buy	9,119 +151	+2%	+$5.87K	0.09%	87
2021 Q1	$325K	Buy	+8,968	New	+$318K	0.08%	89
2020 Q4	–	Sell	-8,514	Closed	-$296K	–	103
2020 Q3	$296K	Buy	+8,514	New	+$299K	0.1%	70

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

Schneider Downs Wealth Management Advisors's PFE Position: Q2 2024 in Review

Schneider Downs Wealth Management Advisors sold out of Pfizer (PFE) in Q2 2024, closing a stake of 8,364 shares — an estimated $232K sold.

Schneider Downs Wealth Management Advisors first reported a position in PFE in Q3 2020 and held it in 9 quarters. The position peaked at $689K in Q2 2022. 2,873 funds tracked by Wall St. Rank hold PFE as of Q2 2024.

Schneider Downs Wealth Management Advisors reported no remaining Pfizer position as of Q2 2024 after selling out during the quarter.
Schneider Downs Wealth Management Advisors sold 8,364 Pfizer shares in Q2 2024, an estimated $232K.
Schneider Downs Wealth Management Advisors first reported a position in Pfizer in Q3 2020 and held it in 9 quarters.
Schneider Downs Wealth Management Advisors's Pfizer position peaked at $689K in Q2 2022.
2,873 funds tracked by Wall St. Rank held Pfizer as of Q2 2024.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.