Stiles Financial Services’s Pfizer PFE Stock Holding History

Stiles Financial Services’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	–	Sell	-41,898	Closed	-$1.21M	–	176
2023 Q4	$1.21M	Sell	41,898 -6,483	-13%	-$196K	0.55%	63
2023 Q3	$1.6M	Sell	48,381 -3,068	-6%	-$108K	0.83%	37
2023 Q2	$1.89M	Sell	51,449 -2,318	-4%	-$90.2K	0.94%	28
2023 Q1	$2.19M	Buy	53,767 +616	+1%	+$26.6K	1.18%	21
2022 Q4	$2.72M	Buy	53,151 +7,638	+17%	+$366K	1.56%	17
2022 Q3	$1.99M	Buy	45,513 +2,393	+6%	+$116K	1.21%	21
2022 Q2	$2.26M	Buy	43,120 +926	+2%	+$47.2K	1.36%	19
2022 Q1	$2.18M	Buy	42,194 +3,094	+8%	+$161K	1.09%	23
2021 Q4	$2.31M	Buy	+39,100	New	+$1.94M	1.11%	26

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Stiles Financial Services's PFE Position: Q1 2024 in Review

Stiles Financial Services sold out of Pfizer (PFE) in Q1 2024, closing a stake of 41,898 shares — an estimated $1.21M sold.

Stiles Financial Services first reported a position in PFE in Q4 2021 and held it in 9 quarters. The position peaked at $2.72M in Q4 2022. 2,874 funds tracked by Wall St. Rank hold PFE as of Q1 2024.

Stiles Financial Services reported no remaining Pfizer position as of Q1 2024 after selling out during the quarter.
Stiles Financial Services sold 41,898 Pfizer shares in Q1 2024, an estimated $1.21M.
Stiles Financial Services first reported a position in Pfizer in Q4 2021 and held it in 9 quarters.
Stiles Financial Services's Pfizer position peaked at $2.72M in Q4 2022.
2,874 funds tracked by Wall St. Rank held Pfizer as of Q1 2024.

Based on Stiles Financial Services's 13F filing for Q1 2024, filed 30 Apr 2024.