Seed Wealth Management’s Pfizer PFE Stock Holding History

Seed 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
2023 Q3	–	Sell	-5,985	Closed	-$220K	–	143
2023 Q2	$220K	Hold	5,985	–	–	0.23%	126
2023 Q1	$244K	Sell	5,985 -1,600	-21%	-$69.1K	0.28%	102
2022 Q4	$389K	Buy	+7,585	New	+$364K	0.45%	56

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

Seed Wealth Management's PFE Position: Q3 2023 in Review

Seed Wealth Management sold out of Pfizer (PFE) in Q3 2023, closing a stake of 5,985 shares — an estimated $220K sold.

Seed Wealth Management first reported a position in PFE in Q4 2022 and held it in 3 quarters. The position peaked at $389K in Q4 2022. 2,926 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

Seed Wealth Management reported no remaining Pfizer position as of Q3 2023 after selling out during the quarter.
Seed Wealth Management sold 5,985 Pfizer shares in Q3 2023, an estimated $220K.
Seed Wealth Management first reported a position in Pfizer in Q4 2022 and held it in 3 quarters.
Seed Wealth Management's Pfizer position peaked at $389K in Q4 2022.
2,926 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on Seed Wealth Management's 13F filing for Q3 2023, filed 16 Oct 2023.