Seven Springs Wealth Group’s Pfizer PFE Stock Holding History

Seven Springs Wealth Group’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	-5,540	Closed	-$203K	–	62
2023 Q2	$203K	Buy	5,540 +1	+0%	+$39	0.1%	61
2023 Q1	$226K	Buy	5,539 +1	+0%	+$43	0.11%	54
2022 Q4	$284K	Sell	5,538 -146	-3%	-$7K	0.14%	47
2022 Q3	$249K	Buy	5,684 +687	+14%	+$33.4K	0.14%	52
2022 Q2	$262K	Buy	4,997 +1	+0%	+$51	0.13%	58
2022 Q1	$259K	Buy	4,996 +1	+0%	+$52	0.12%	59
2021 Q4	$295K	Hold	4,995	–	–	0.13%	56
2021 Q3	$215K	Buy	+4,995	New	+$221K	0.11%	71
2021 Q2	–	Sell	-4,993	Closed	-$181K	–	125
2021 Q1	$181K	Buy	4,993 +1	+0%	+$36	0.09%	54
2020 Q4	$184K	Sell	4,992 -269	-5%	-$9.87K	0.1%	53
2020 Q3	$183K	Buy	5,261 +2	+0%	+$70	0.12%	49
2020 Q2	$163K	Buy	5,259 +1	+0%	+$34	0.1%	49
2020 Q1	$163K	Buy	5,258 +1	+0%	+$34	0.11%	53
2019 Q4	$195K	Buy	+5,257	New	+$187K	0.13%	52

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

Seven Springs Wealth Group's PFE Position: Q3 2023 in Review

Seven Springs Wealth Group sold out of Pfizer (PFE) in Q3 2023, closing a stake of 5,540 shares — an estimated $203K sold.

Seven Springs Wealth Group first reported a position in PFE in Q4 2019 and held it in 14 quarters. The position peaked at $295K in Q4 2021. 2,925 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

Seven Springs Wealth Group reported no remaining Pfizer position as of Q3 2023 after selling out during the quarter.
Seven Springs Wealth Group sold 5,540 Pfizer shares in Q3 2023, an estimated $203K.
Seven Springs Wealth Group first reported a position in Pfizer in Q4 2019 and held it in 14 quarters.
Seven Springs Wealth Group's Pfizer position peaked at $295K in Q4 2021.
2,925 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on Seven Springs Wealth Group's 13F filing for Q3 2023, filed 8 Nov 2023.