St. Louis Financial Planners Asset Management’s Pfizer PFE Stock Holding History

St. Louis Financial Planners Asset 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 Q2	–	Sell	-71,439	Closed	-$1.94M	–	41
2024 Q1	$1.94M	Buy	+71,439	New	+$1.98M	1.75%	20
2023 Q4	–	Sell	-54,461	Closed	-$1.81M	–	39
2023 Q3	$1.81M	Buy	+54,461	New	+$1.93M	1.45%	9
2023 Q2	–	Sell	-41,875	Closed	-$1.71M	–	37
2023 Q1	$1.71M	Buy	41,875 +9,967	+31%	+$430K	1.94%	18
2022 Q4	$1.63M	Buy	+31,908	New	+$1.53M	1.6%	10

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

St. Louis Financial Planners Asset Management's PFE Position: Q2 2024 in Review

St. Louis Financial Planners Asset Management sold out of Pfizer (PFE) in Q2 2024, closing a stake of 71,439 shares — an estimated $1.94M sold.

St. Louis Financial Planners Asset Management first reported a position in PFE in Q4 2022 and held it in 4 quarters. The position peaked at $1.94M in Q1 2024. 2,874 funds tracked by Wall St. Rank hold PFE as of Q2 2024.

St. Louis Financial Planners Asset Management reported no remaining Pfizer position as of Q2 2024 after selling out during the quarter.
St. Louis Financial Planners Asset Management sold 71,439 Pfizer shares in Q2 2024, an estimated $1.94M.
St. Louis Financial Planners Asset Management first reported a position in Pfizer in Q4 2022 and held it in 4 quarters.
St. Louis Financial Planners Asset Management's Pfizer position peaked at $1.94M in Q1 2024.
2,874 funds tracked by Wall St. Rank held Pfizer as of Q2 2024.

Based on St. Louis Financial Planners Asset Management's 13F filing for Q2 2024, filed 12 Jul 2024.