SYSTM Wealth Solutions’s Pfizer PFE Stock Holding History

SYSTM Wealth Solutions’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	-12,876	Closed	-$360K	–	479
2024 Q2	$360K	Sell	12,876 -63,508	-83%	-$1.75M	0.08%	159
2024 Q1	$2.12M	Sell	76,384 -115,320	-60%	-$3.2M	0.27%	111
2023 Q4	$5.52M	Buy	191,704 +3,058	+2%	+$92.4K	0.76%	25
2023 Q3	$6.26M	Sell	188,646 -35,773	-16%	-$1.27M	0.96%	14
2023 Q2	$8.23M	Buy	224,419 +17,059	+8%	+$664K	1.11%	10
2023 Q1	$8.46M	Sell	207,360 -11,674	-5%	-$504K	1.3%	12
2022 Q4	$11.2M	Buy	+219,034	New	+$10.5M	1.4%	5

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

SYSTM Wealth Solutions's PFE Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Pfizer (PFE) in Q3 2024, closing a stake of 12,876 shares — an estimated $360K sold.

SYSTM Wealth Solutions first reported a position in PFE in Q4 2022 and held it in 7 quarters. The position peaked at $11.2M in Q4 2022. 2,909 funds tracked by Wall St. Rank hold PFE as of Q3 2024.

SYSTM Wealth Solutions reported no remaining Pfizer position as of Q3 2024 after selling out during the quarter.
SYSTM Wealth Solutions sold 12,876 Pfizer shares in Q3 2024, an estimated $360K.
SYSTM Wealth Solutions first reported a position in Pfizer in Q4 2022 and held it in 7 quarters.
SYSTM Wealth Solutions's Pfizer position peaked at $11.2M in Q4 2022.
2,909 funds tracked by Wall St. Rank held Pfizer as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.