Shakespeare Wealth Management’s Pfizer PFE Stock Holding History

Shakespeare 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	-5,938	Closed	-$218K	–	82
2023 Q2	$218K	Buy	+5,938	New	+$231K	0.07%	74

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Shakespeare Wealth Management sold out of Pfizer (PFE) in Q3 2023, closing a stake of 5,938 shares — an estimated $218K sold.

Shakespeare Wealth Management first reported a position in PFE in Q2 2023 and held it in 1 quarter. The position peaked at $218K in Q2 2023. 2,928 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

Shakespeare Wealth Management reported no remaining Pfizer position as of Q3 2023 after selling out during the quarter.
Shakespeare Wealth Management sold 5,938 Pfizer shares in Q3 2023, an estimated $218K.
Shakespeare Wealth Management first reported a position in Pfizer in Q2 2023 and held it in 1 quarter.
Shakespeare Wealth Management's Pfizer position peaked at $218K in Q2 2023.
2,928 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on Shakespeare Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.