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Steward Partners Investment Solutions’s Pfizer PFE Stock Holding History

Steward Partners Investment Solutions’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
Q1 		$1.7M Buy
61,094
+34,236
+127% +$950K 0.29% 76
2023
Q4 		$773K Buy
+26,858
New +$812K 0.32% 72

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Steward Partners Investment Solutions's PFE Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its Pfizer (PFE) stake by 127% in Q1 2024, buying an estimated $950K and bringing the position to 61,094 shares worth $1.7M. The position accounts for 0.29% of the portfolio, ranked #76.

Steward Partners Investment Solutions first reported a position in PFE in Q4 2023 and has held it in 2 quarters since. 2,875 funds tracked by Wall St. Rank hold PFE as of Q1 2024.

  • Steward Partners Investment Solutions held 61,094 shares of Pfizer worth $1.7M as of Q1 2024.
  • Steward Partners Investment Solutions bought 34,236 Pfizer shares in Q1 2024, an estimated $950K.
  • Pfizer made up 0.29% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #76 holding.
  • Steward Partners Investment Solutions first reported a position in Pfizer in Q4 2023 and has held it in 2 quarters since.
  • 2,875 funds tracked by Wall St. Rank held Pfizer as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.