Sweet Financial Partners’s Pfizer PFE Stock Holding History

Sweet Financial Partners’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	$738K	Buy	25,515 +72	+0.3%	+$2.1K	0.16%	101
2024 Q2	$712K	Buy	25,443 +901	+4%	+$24.8K	0.16%	95
2024 Q1	$681K	Buy	24,542 +6,026	+33%	+$167K	0.16%	102
2023 Q4	$533K	Buy	18,516 +7,858	+74%	+$238K	0.13%	115
2023 Q3	$354K	Buy	10,658 +115	+1%	+$4.07K	0.09%	133
2023 Q2	$387K	Sell	10,543 -320	-3%	-$12.5K	0.1%	121
2023 Q1	$443K	Sell	10,863 -158	-1%	-$6.82K	0.12%	110
2022 Q4	$565K	Sell	11,021 -149	-1%	-$7.14K	0.17%	93
2022 Q3	$489K	Sell	11,170 -9,966	-47%	-$484K	0.16%	92
2022 Q2	$1.11M	Buy	21,136 +2,684	+15%	+$137K	0.35%	38
2022 Q1	$955K	Buy	18,452 +9,422	+104%	+$489K	0.26%	52
2021 Q4	$533K	Buy	+9,030	New	+$447K	0.22%	64

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Sweet Financial Partners's PFE Position: Q3 2024 in Review

Sweet Financial Partners increased its Pfizer (PFE) stake by 0.28% in Q3 2024, buying an estimated $2.1K and bringing the position to 25,515 shares worth $738K. The position accounts for 0.16% of the portfolio, ranked #101.

Sweet Financial Partners first reported a position in PFE in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.11M in Q2 2022. 2,915 funds tracked by Wall St. Rank hold PFE as of Q3 2024.

Sweet Financial Partners held 25,515 shares of Pfizer worth $738K as of Q3 2024.
Sweet Financial Partners bought 72 Pfizer shares in Q3 2024, an estimated $2.1K.
Pfizer made up 0.16% of Sweet Financial Partners's portfolio in Q3 2024, its #101 holding.
Sweet Financial Partners first reported a position in Pfizer in Q4 2021 and has held it in 12 quarters since.
Sweet Financial Partners's Pfizer position peaked at $1.11M in Q2 2022.
2,915 funds tracked by Wall St. Rank held Pfizer as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.