Summit Financial Strategies’s Pfizer PFE Stock Holding History

Summit Financial Strategies’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 Q3	–	Sell	-5,796	Closed	-$213K	–	130
2023 Q2	$213K	Buy	+5,796	New	+$226K	0.04%	119
2022 Q4	–	Sell	-6,993	Closed	-$306K	–	127
2022 Q3	$306K	Buy	6,993 +2,364	+51%	+$115K	0.07%	89
2022 Q2	$243K	Buy	4,629 +634	+16%	+$32.3K	0.06%	100
2022 Q1	$207K	Sell	3,995 -245	-6%	-$12.7K	0.04%	113
2021 Q4	$250K	Buy	+4,240	New	+$210K	0.05%	105
2019 Q3	–	Sell	-5,848	Closed	-$240K	–	61
2019 Q2	$240K	Sell	5,848 -311	-5%	-$12.3K	0.12%	49
2019 Q1	$248K	Hold	6,159	–	–	0.13%	49
2018 Q4	$255K	Hold	6,159	–	–	0.14%	46
2018 Q3	$258K	Buy	+6,159	New	+$237K	0.12%	49

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

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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit Financial Strategies's PFE Position: Q3 2023 in Review

Summit Financial Strategies sold out of Pfizer (PFE) in Q3 2023, closing a stake of 5,796 shares — an estimated $213K sold.

Summit Financial Strategies first reported a position in PFE in Q3 2018 and held it in 9 quarters. The position peaked at $306K in Q3 2022. 2,926 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

Summit Financial Strategies reported no remaining Pfizer position as of Q3 2023 after selling out during the quarter.
Summit Financial Strategies sold 5,796 Pfizer shares in Q3 2023, an estimated $213K.
Summit Financial Strategies first reported a position in Pfizer in Q3 2018 and held it in 9 quarters.
Summit Financial Strategies's Pfizer position peaked at $306K in Q3 2022.
2,926 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on Summit Financial Strategies's 13F filing for Q3 2023, filed 24 Oct 2023.