TFO Wealth Partners’s Pfizer PFE Stock Holding History

TFO Wealth 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 Q2	–	Sell	-14,483	Closed	-$402K	–	571
2024 Q1	$402K	Sell	14,483 -11,843	-45%	-$329K	0.08%	28
2023 Q4	$758K	Sell	26,326 -27,260	-51%	-$824K	0.15%	24
2023 Q3	$1.97M	Buy	53,586 +26,854	+100%	+$950K	0.41%	17
2023 Q2	$981K	Buy	26,732 +26,547	+14,350%	+$1.03M	0.21%	23
2023 Q1	$7.55K	Buy	185 +24	+15%	+$1.04K	﹤0.01%	120
2022 Q4	$29.1K	Sell	161 -6	-4%	-$288	0.01%	69
2022 Q3	$7K	Sell	167 -92	-36%	-$4.47K	﹤0.01%	97
2022 Q2	$14K	Buy	259 +92	+55%	+$4.69K	﹤0.01%	106
2022 Q1	$9K	Sell	167 -500	-75%	-$25.9K	﹤0.01%	100
2021 Q4	$37K	Buy	667 +373	+127%	+$18.5K	0.01%	66
2021 Q3	$13K	Buy	294 +127	+76%	+$5.63K	﹤0.01%	86
2021 Q2	$7K	Hold	167	–	–	﹤0.01%	78
2021 Q1	$6K	Hold	167	–	–	﹤0.01%	142
2020 Q4	$6K	Sell	167 -9	-5%	-$330	﹤0.01%	71
2020 Q3	$6K	Sell	176 -303	-63%	-$10.6K	﹤0.01%	95
2020 Q2	$15K	Hold	479	–	–	0.01%	73
2020 Q1	$14K	Sell	479 -527	-52%	-$18K	0.01%	85
2019 Q4	$37K	Buy	+1,006	New	+$35.8K	0.03%	72

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

TFO Wealth Partners's PFE Position: Q2 2024 in Review

TFO Wealth Partners sold out of Pfizer (PFE) in Q2 2024, closing a stake of 14,483 shares — an estimated $402K sold.

TFO Wealth Partners first reported a position in PFE in Q4 2019 and held it in 18 quarters. The position peaked at $1.97M in Q3 2023. 2,874 funds tracked by Wall St. Rank hold PFE as of Q2 2024.

TFO Wealth Partners reported no remaining Pfizer position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 14,483 Pfizer shares in Q2 2024, an estimated $402K.
TFO Wealth Partners first reported a position in Pfizer in Q4 2019 and held it in 18 quarters.
TFO Wealth Partners's Pfizer position peaked at $1.97M in Q3 2023.
2,874 funds tracked by Wall St. Rank held Pfizer as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.