Stone Summit Wealth’s Pfizer PFE Stock Holding History

Stone Summit 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
2023 Q4	–	Sell	-7,437	Closed	-$247K	–	141
2023 Q3	$247K	Sell	7,437 -90	-1%	-$3.18K	0.11%	131
2023 Q2	$276K	Sell	7,527 -472	-6%	-$18.4K	0.11%	122
2023 Q1	$326K	Sell	7,999 -63	-0.8%	-$2.72K	0.15%	111
2022 Q4	$413K	Hold	8,062	–	–	0.2%	94
2022 Q3	$353K	Sell	8,062 -26	-0.3%	-$1.26K	0.22%	93
2022 Q2	$424K	Hold	8,088	–	–	0.25%	88
2022 Q1	$417K	Buy	+8,088	New	+$420K	0.23%	94

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Stone Summit Wealth's PFE Position: Q4 2023 in Review

Stone Summit Wealth sold out of Pfizer (PFE) in Q4 2023, closing a stake of 7,437 shares — an estimated $247K sold.

Stone Summit Wealth first reported a position in PFE in Q1 2022 and held it in 7 quarters. The position peaked at $424K in Q2 2022. 2,935 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

Stone Summit Wealth reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
Stone Summit Wealth sold 7,437 Pfizer shares in Q4 2023, an estimated $247K.
Stone Summit Wealth first reported a position in Pfizer in Q1 2022 and held it in 7 quarters.
Stone Summit Wealth's Pfizer position peaked at $424K in Q2 2022.
2,935 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Stone Summit Wealth's 13F filing for Q4 2023, filed 26 Jan 2024.