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Scissortail Wealth Management’s Pfizer PFE Stock Holding History

Scissortail 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
Q3 		– Sell
-8,058
Closed -$225K – 133
2024
Q2 		$225K Buy
+8,058
New +$222K 0.06% 111
2022
Q3 		– Sell
-5,039
Closed -$298K – 129
2022
Q2 		$298K Buy
+5,039
New +$257K 0.11% 70
2022
Q1 		– Sell
-5,039
Closed -$298K – 130
2021
Q4 		$298K Buy
+5,039
New +$250K 0.11% 70

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Scissortail Wealth Management's PFE Position: Q3 2024 in Review

Scissortail Wealth Management sold out of Pfizer (PFE) in Q3 2024, closing a stake of 8,058 shares — an estimated $225K sold.

Scissortail Wealth Management first reported a position in PFE in Q4 2021 and held it in 3 quarters. The position peaked at $298K in Q2 2022. 2,909 funds tracked by Wall St. Rank hold PFE as of Q3 2024.

  • Scissortail Wealth Management reported no remaining Pfizer position as of Q3 2024 after selling out during the quarter.
  • Scissortail Wealth Management sold 8,058 Pfizer shares in Q3 2024, an estimated $225K.
  • Scissortail Wealth Management first reported a position in Pfizer in Q4 2021 and held it in 3 quarters.
  • Scissortail Wealth Management's Pfizer position peaked at $298K in Q2 2022.
  • 2,909 funds tracked by Wall St. Rank held Pfizer as of Q3 2024.

Based on Scissortail Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.