Shelton Wealth Management’s Pfizer PFE Stock Holding History

Shelton 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
2024 Q3	–	Sell	-22,000	Closed	-$616K	–	143
2024 Q2	$616K	Buy	+22,000	New	+$606K	0.35%	85

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Shelton Wealth Management's PFE Position: Q3 2024 in Review

Shelton Wealth Management sold out of Pfizer (PFE) in Q3 2024, closing a stake of 200 shares — an estimated $5.6K sold.

Shelton Wealth Management first reported a position in PFE in Q2 2024 and held it in 1 quarter. The position peaked at $5.6K in Q2 2024. 2,910 funds tracked by Wall St. Rank hold PFE as of Q3 2024.

Shelton Wealth Management reported no remaining Pfizer position as of Q3 2024 after selling out during the quarter.
Shelton Wealth Management sold 200 Pfizer shares in Q3 2024, an estimated $5.6K.
Shelton Wealth Management first reported a position in Pfizer in Q2 2024 and held it in 1 quarter.
Shelton Wealth Management's Pfizer position peaked at $5.6K in Q2 2024.
2,910 funds tracked by Wall St. Rank held Pfizer as of Q3 2024.

Based on Shelton Wealth Management's 13F filing for Q3 2024, filed 21 Oct 2024.