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Strategic Planning Group’s Pfizer PFE Stock Holding History

Strategic Planning Group’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
-51,903
Closed -$1.44M – 98
2024
Q1 		$1.44M Sell
51,903
-18,183
-26% -$505K 0.36% 74
2023
Q4 		$2.02M Buy
+70,086
New +$2.12M 0.67% 58

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
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 $315B AUM 27.84% 1-Year Est. Return

Strategic Planning Group's PFE Position: Q2 2024 in Review

Strategic Planning Group sold out of Pfizer (PFE) in Q2 2024, closing a stake of 51,903 shares — an estimated $1.44M sold.

Strategic Planning Group first reported a position in PFE in Q4 2023 and held it in 2 quarters. The position peaked at $2.02M in Q4 2023. 2,874 funds tracked by Wall St. Rank hold PFE as of Q2 2024.

  • Strategic Planning Group reported no remaining Pfizer position as of Q2 2024 after selling out during the quarter.
  • Strategic Planning Group sold 51,903 Pfizer shares in Q2 2024, an estimated $1.44M.
  • Strategic Planning Group first reported a position in Pfizer in Q4 2023 and held it in 2 quarters.
  • Strategic Planning Group's Pfizer position peaked at $2.02M in Q4 2023.
  • 2,874 funds tracked by Wall St. Rank held Pfizer as of Q2 2024.

Based on Strategic Planning Group's 13F filing for Q2 2024, filed 2 Aug 2024.