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Strategic Financial Concepts’s Pfizer PFE Stock Holding History

Strategic Financial Concepts’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
Q3 		– Sell
-135,072
Closed -$102K – 573
2024
Q2 		$102K Buy
+135,072
New +$3.72M 0.06% 181

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Strategic Financial Concepts's PFE Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Pfizer (PFE) in Q3 2024, closing a stake of 135,072 shares — an estimated $102K sold.

Strategic Financial Concepts first reported a position in PFE in Q2 2024 and held it in 1 quarter. The position peaked at $102K in Q2 2024. 2,910 funds tracked by Wall St. Rank hold PFE as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Pfizer position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 135,072 Pfizer shares in Q3 2024, an estimated $102K.
  • Strategic Financial Concepts first reported a position in Pfizer in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Pfizer position peaked at $102K in Q2 2024.
  • 2,910 funds tracked by Wall St. Rank held Pfizer as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.