Second Half Financial Partners’s Pfizer PFE Stock Holding History

Second Half Financial Partners’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	-68,356	Closed	-$2.51M	–	105
2023 Q2	$2.51M	Buy	+68,356	New	+$2.66M	0.57%	61

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

Second Half Financial Partners's PFE Position: Q3 2023 in Review

Second Half Financial Partners sold out of Pfizer (PFE) in Q3 2023, closing a stake of 68,356 shares — an estimated $2.51M sold.

Second Half Financial Partners first reported a position in PFE in Q2 2023 and held it in 1 quarter. The position peaked at $2.51M in Q2 2023. 2,926 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

Second Half Financial Partners reported no remaining Pfizer position as of Q3 2023 after selling out during the quarter.
Second Half Financial Partners sold 68,356 Pfizer shares in Q3 2023, an estimated $2.51M.
Second Half Financial Partners first reported a position in Pfizer in Q2 2023 and held it in 1 quarter.
Second Half Financial Partners's Pfizer position peaked at $2.51M in Q2 2023.
2,926 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.