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Sonoma Private Wealth’s Pfizer PFE Stock Holding History

Sonoma Private Wealth’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
Q4 		– Sell
-13,461
Closed -$390K – 90
2024
Q3 		$390K Sell
13,461
-381
-3% -$11.1K 0.61% 59
2024
Q2 		$387K Sell
13,842
-130
-0.9% -$3.58K 0.63% 55
2024
Q1 		$388K Buy
+13,972
New +$388K 0.62% 58
2023
Q4 		– Sell
-18,075
Closed -$600K – 87
2023
Q3 		$600K Sell
18,075
-481
-3% -$17K 1.09% 35
2023
Q2 		$681K Buy
18,556
+1,305
+8% +$50.8K 1.19% 27
2023
Q1 		$704K Sell
17,251
-307
-2% -$13.3K 1.4% 23
2022
Q4 		$900K Buy
+17,558
New +$842K 1.99% 17

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sonoma Private Wealth's PFE Position: Q4 2024 in Review

Sonoma Private Wealth sold out of Pfizer (PFE) in Q4 2024, closing a stake of 13,461 shares — an estimated $390K sold.

Sonoma Private Wealth first reported a position in PFE in Q4 2022 and held it in 7 quarters. The position peaked at $900K in Q4 2022. 2,996 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

  • Sonoma Private Wealth reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
  • Sonoma Private Wealth sold 13,461 Pfizer shares in Q4 2024, an estimated $390K.
  • Sonoma Private Wealth first reported a position in Pfizer in Q4 2022 and held it in 7 quarters.
  • Sonoma Private Wealth's Pfizer position peaked at $900K in Q4 2022.
  • 2,996 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Sonoma Private Wealth's 13F filing for Q4 2024, filed 6 Feb 2025.