Selective Wealth Management’s Pfizer PFE Stock Holding History

Selective 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	-7,216	Closed	-$257K	–	101
2023 Q2	$257K	Buy	+7,216	New	+$281K	0.13%	88
2022 Q4	$293K	Buy	6,502 +1,066	+20%	+$51.1K	0.15%	87
2022 Q3	$238K	Sell	5,436 -2,000	-27%	-$97.2K	0.1%	107
2022 Q2	$390K	Buy	7,436 +288	+4%	+$14.7K	0.14%	92
2022 Q1	$370K	Sell	7,148 -1,600	-18%	-$83K	0.13%	84
2021 Q4	$517K	Sell	8,748 -375	-4%	-$18.6K	0.21%	57
2021 Q3	$392K	Sell	9,123 -2,375	-21%	-$105K	0.21%	53
2021 Q2	$450K	Sell	11,498 -1,393	-11%	-$54.2K	0.36%	35
2021 Q1	$467K	Buy	12,891 +2,721	+27%	+$96.6K	0.42%	31
2020 Q4	$374K	Buy	10,170 +1,137	+13%	+$41.7K	0.24%	35
2020 Q3	$315K	Sell	9,033 -320	-3%	-$11.2K	0.25%	34
2020 Q2	$291K	Buy	9,353 +5,691	+155%	+$193K	0.24%	33
2020 Q1	$114K	Hold	3,662	–	–	0.18%	37
2019 Q4	$136K	Hold	3,662	–	–	0.16%	40
2019 Q3	$125K	Sell	3,662 -1,276	-26%	-$46.4K	0.17%	48
2019 Q2	$203K	Buy	+4,938	New	+$196K	0.33%	38
2018 Q3	$155K	Buy	+3,715	New	+$143K	1.85%	17

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

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

Selective Wealth Management sold out of Pfizer (PFE) in Q3 2023, closing a stake of 7,216 shares — an estimated $257K sold.

Selective Wealth Management first reported a position in PFE in Q3 2018 and held it in 17 quarters. The position peaked at $517K in Q4 2021. 2,925 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

Selective Wealth Management reported no remaining Pfizer position as of Q3 2023 after selling out during the quarter.
Selective Wealth Management sold 7,216 Pfizer shares in Q3 2023, an estimated $257K.
Selective Wealth Management first reported a position in Pfizer in Q3 2018 and held it in 17 quarters.
Selective Wealth Management's Pfizer position peaked at $517K in Q4 2021.
2,925 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on Selective Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.