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TD Ameritrade Investment Management’s Pfizer PFE Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-6,264
Closed -$230K – 348
2023
Q2 		$230K Sell
6,264
-534
-8% -$20.8K ﹤0.01% 156
2023
Q1 		$277K Sell
6,798
-1,458
-18% -$63K ﹤0.01% 153
2022
Q4 		$423K Sell
8,256
-2,733
-25% -$131K ﹤0.01% 141
2022
Q3 		$481K Sell
10,989
-2,648
-19% -$129K ﹤0.01% 141
2022
Q2 		$715K Sell
13,637
-3,932
-22% -$200K 0.01% 134
2022
Q1 		$910K Buy
17,569
+1,228
+8% +$63.7K 0.01% 142
2021
Q4 		$965K Sell
16,341
-2,057
-11% -$102K 0.01% 130
2021
Q3 		$675K Buy
18,398
+2,439
+15% +$108K 0.01% 135
2021
Q2 		$625K Buy
15,959
+1,489
+10% +$57.9K ﹤0.01% 149
2021
Q1 		$533K Hold
14,470
– – ﹤0.01% 145
2020
Q4 		$533K Sell
14,470
-4,921
-25% -$181K ﹤0.01% 145
2020
Q3 		$675K Sell
19,391
-3,072
-14% -$108K 0.01% 135
2020
Q2 		$697K Sell
22,463
-14,389
-39% -$489K 0.01% 137
2020
Q1 		$1.14M Sell
36,852
-6,453
-15% -$220K 0.01% 109
2019
Q4 		$1.61M Buy
43,305
+9,874
+30% +$352K 0.01% 103
2019
Q3 		$1.14M Buy
33,431
+2,740
+9% +$99.6K 0.01% 115
2019
Q2 		$1.26M Buy
30,691
+10,121
+49% +$402K 0.01% 105
2019
Q1 		$829K Buy
20,570
+1,228
+6% +$49.2K 0.01% 118
2018
Q4 		$801K Buy
19,342
+7,170
+59% +$298K 0.01% 102
2018
Q3 		$509K Buy
12,172
+9,305
+325% +$358K ﹤0.01% 105
2018
Q2 		$99K Buy
+2,867
New +$98K ﹤0.01% 103

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TD Ameritrade Investment Management's PFE Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Pfizer (PFE) in Q3 2023, closing a stake of 6,264 shares — an estimated $230K sold.

TD Ameritrade Investment Management first reported a position in PFE in Q2 2018 and held it in 21 quarters. The position peaked at $1.61M in Q4 2019. 2,925 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Pfizer position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 6,264 Pfizer shares in Q3 2023, an estimated $230K.
  • TD Ameritrade Investment Management first reported a position in Pfizer in Q2 2018 and held it in 21 quarters.
  • TD Ameritrade Investment Management's Pfizer position peaked at $1.61M in Q4 2019.
  • 2,925 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.