Summit Wealth & Retirement Planning’s Pfizer PFE Stock Holding History

Summit Wealth & Retirement Planning’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 Q2	–	Sell	-8,409	Closed	-$343K	–	91
2023 Q1	$343K	Sell	8,409 -2,231	-21%	-$96.4K	0.13%	74
2022 Q4	$545K	Buy	10,640 +55	+0.5%	+$2.64K	0.22%	56
2022 Q3	$463K	Buy	10,585 +12	+0.1%	+$583	0.18%	65
2022 Q2	$554K	Buy	+10,573	New	+$539K	0.21%	58

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 Wealth & Retirement Planning's PFE Position: Q2 2023 in Review

Summit Wealth & Retirement Planning sold out of Pfizer (PFE) in Q2 2023, closing a stake of 8,409 shares — an estimated $343K sold.

Summit Wealth & Retirement Planning first reported a position in PFE in Q2 2022 and held it in 4 quarters. The position peaked at $554K in Q2 2022. 3,042 funds tracked by Wall St. Rank hold PFE as of Q2 2023.

Summit Wealth & Retirement Planning reported no remaining Pfizer position as of Q2 2023 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 8,409 Pfizer shares in Q2 2023, an estimated $343K.
Summit Wealth & Retirement Planning first reported a position in Pfizer in Q2 2022 and held it in 4 quarters.
Summit Wealth & Retirement Planning's Pfizer position peaked at $554K in Q2 2022.
3,042 funds tracked by Wall St. Rank held Pfizer as of Q2 2023.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2023, filed 26 Jul 2023.