Thrive Capital Management (Pennsylvania)’s Pfizer PFE Stock Holding History

Thrive Capital Management (Pennsylvania)’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 Q1	–	Sell	-10,081	Closed	-$290K	–	184
2023 Q4	$290K	Sell	10,081 -3,873	-28%	-$117K	0.16%	104
2023 Q3	$463K	Buy	13,954 +180	+1%	+$6.37K	0.26%	66
2023 Q2	$505K	Buy	13,774 +1,162	+9%	+$45.2K	0.29%	57
2023 Q1	$509K	Buy	12,612 +2,336	+23%	+$101K	0.32%	62
2022 Q4	$527K	Buy	10,276 +1,439	+16%	+$69K	0.34%	59
2022 Q3	$387K	Buy	8,837 +2,123	+32%	+$103K	0.26%	68
2022 Q2	$352K	Buy	6,714 +1,351	+25%	+$68.8K	0.24%	67
2022 Q1	$278K	Buy	5,363 +1,486	+38%	+$77.1K	0.17%	79
2021 Q4	$229K	Buy	+3,877	New	+$192K	0.15%	94
2021 Q3	–	Sell	-5,518	Closed	-$216K	–	109
2021 Q2	$216K	Buy	+5,518	New	+$215K	0.17%	108

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

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

Norges Bank Oslo, Norway $935B AUM

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

Thrive Capital Management (Pennsylvania)'s PFE Position: Q1 2024 in Review

Thrive Capital Management (Pennsylvania) sold out of Pfizer (PFE) in Q1 2024, closing a stake of 10,081 shares — an estimated $290K sold.

Thrive Capital Management (Pennsylvania) first reported a position in PFE in Q2 2021 and held it in 10 quarters. The position peaked at $527K in Q4 2022. 2,874 funds tracked by Wall St. Rank hold PFE as of Q1 2024.

Thrive Capital Management (Pennsylvania) reported no remaining Pfizer position as of Q1 2024 after selling out during the quarter.
Thrive Capital Management (Pennsylvania) sold 10,081 Pfizer shares in Q1 2024, an estimated $290K.
Thrive Capital Management (Pennsylvania) first reported a position in Pfizer in Q2 2021 and held it in 10 quarters.
Thrive Capital Management (Pennsylvania)'s Pfizer position peaked at $527K in Q4 2022.
2,874 funds tracked by Wall St. Rank held Pfizer as of Q1 2024.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q1 2024, filed 13 May 2024.