Silicon Hills Wealth Management’s Pfizer PFE Stock Holding History

Silicon Hills 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 Q2	$217K	Sell	5,903 -1,084	-16%	-$42.2K	0.12%	82
2023 Q1	$285K	Buy	6,987 +315	+5%	+$13.6K	0.17%	66
2022 Q4	$342K	Hold	6,672	–	–	0.25%	69
2022 Q3	$292K	Buy	6,672 +50	+0.8%	+$2.43K	0.23%	76
2022 Q2	$347K	Sell	6,622 -1,544	-19%	-$78.7K	0.25%	74
2022 Q1	$423K	Sell	8,166 -2,394	-23%	-$124K	0.27%	76
2021 Q4	$624K	Hold	10,560	–	–	0.39%	63
2021 Q3	$454K	Buy	+10,560	New	+$468K	0.31%	69
2020 Q1	–	Sell	-7	Closed	-$178	–	227
2019 Q4	$178	Buy	+7	New	+$249	0.14%	79

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

Silicon Hills Wealth Management's PFE Position: Q2 2023 in Review

Silicon Hills Wealth Management reduced its Pfizer (PFE) stake by 16% in Q2 2023, selling an estimated $42.2K and leaving 5,903 shares worth $217K. The position accounts for 0.12% of the portfolio, ranked #82.

Silicon Hills Wealth Management first reported a position in PFE in Q4 2019 and has held it in 9 quarters since. The position peaked at $624K in Q4 2021. 3,041 funds tracked by Wall St. Rank hold PFE as of Q2 2023.

Silicon Hills Wealth Management held 5,903 shares of Pfizer worth $217K as of Q2 2023.
Silicon Hills Wealth Management sold 1,084 Pfizer shares in Q2 2023, an estimated $42.2K.
Pfizer made up 0.12% of Silicon Hills Wealth Management's portfolio in Q2 2023, its #82 holding.
Silicon Hills Wealth Management first reported a position in Pfizer in Q4 2019 and has held it in 9 quarters since.
Silicon Hills Wealth Management's Pfizer position peaked at $624K in Q4 2021.
3,041 funds tracked by Wall St. Rank held Pfizer as of Q2 2023.

Based on Silicon Hills Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.