Tanager Wealth Management’s Pfizer PFE Stock Holding History

Tanager Wealth Management’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 Q4	–	Sell	-8,045	Closed	-$233K	–	123
2024 Q3	$233K	Buy	+8,045	New	+$235K	0.03%	95
2023 Q4	–	Sell	-6,334	Closed	-$210K	–	85
2023 Q3	$210K	Sell	6,334 -1,692	-21%	-$59.8K	0.04%	73
2023 Q2	$294K	Sell	8,026 -33	-0.4%	-$1.28K	0.06%	70
2023 Q1	$329K	Sell	8,059 -1,947	-19%	-$84.1K	0.08%	58
2022 Q4	$513K	Buy	+10,006	New	+$480K	0.14%	46

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Tanager Wealth Management's PFE Position: Q4 2024 in Review

Tanager Wealth Management sold out of Pfizer (PFE) in Q4 2024, closing a stake of 8,045 shares — an estimated $233K sold.

Tanager Wealth Management first reported a position in PFE in Q4 2022 and held it in 5 quarters. The position peaked at $513K in Q4 2022. 3,003 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

Tanager Wealth Management reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
Tanager Wealth Management sold 8,045 Pfizer shares in Q4 2024, an estimated $233K.
Tanager Wealth Management first reported a position in Pfizer in Q4 2022 and held it in 5 quarters.
Tanager Wealth Management's Pfizer position peaked at $513K in Q4 2022.
3,003 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Tanager Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.