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Source Financial Advisors’s Pfizer PFE Stock Holding History

Source Financial Advisors’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
Q4 		– Sell
-6,425
Closed -$213K – 124
2023
Q3 		$213K Sell
6,425
-73
-1% -$2.58K 0.07% 117
2023
Q2 		$238K Sell
6,498
-115
-2% -$4.48K 0.08% 120
2023
Q1 		$270K Sell
6,613
-85
-1% -$3.67K 0.09% 109
2022
Q4 		$343K Buy
6,698
+341
+5% +$16.3K 0.13% 94
2022
Q3 		$279K Sell
6,357
-268
-4% -$13K 0.11% 92
2022
Q2 		$347K Buy
6,625
+107
+2% +$5.45K 0.14% 88
2022
Q1 		$337K Sell
6,518
-955
-13% -$49.6K 0.1% 93
2021
Q4 		$441K Sell
7,473
-320
-4% -$15.9K 0.12% 81
2021
Q3 		$335K Buy
7,793
+35
+0.5% +$1.55K 0.09% 87
2021
Q2 		$304K Sell
7,758
-108
-1% -$4.2K 0.08% 88
2021
Q1 		$285K Buy
7,866
+547
+7% +$19.4K 0.08% 93
2020
Q4 		$269K Buy
+7,319
New +$268K 0.07% 92

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Source Financial Advisors's PFE Position: Q4 2023 in Review

Source Financial Advisors sold out of Pfizer (PFE) in Q4 2023, closing a stake of 6,425 shares — an estimated $213K sold.

Source Financial Advisors first reported a position in PFE in Q4 2020 and held it in 12 quarters. The position peaked at $441K in Q4 2021. 2,935 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

  • Source Financial Advisors reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
  • Source Financial Advisors sold 6,425 Pfizer shares in Q4 2023, an estimated $213K.
  • Source Financial Advisors first reported a position in Pfizer in Q4 2020 and held it in 12 quarters.
  • Source Financial Advisors's Pfizer position peaked at $441K in Q4 2021.
  • 2,935 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Source Financial Advisors's 13F filing for Q4 2023, filed 11 Jan 2024.