Towerpoint Wealth’s Pfizer PFE Stock Holding History

Towerpoint Wealth’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 Q4	–	Sell	-6,170	Closed	-$205K	–	81
2023 Q3	$205K	Sell	6,170 -1,306	-17%	-$46.2K	0.12%	75
2023 Q2	$274K	Buy	7,476 +6	+0.1%	+$234	0.15%	68
2023 Q1	$305K	Buy	7,470 +1,725	+30%	+$74.5K	0.17%	64
2022 Q4	$294K	Sell	5,745 -363	-6%	-$17.4K	0.17%	68
2022 Q3	$267K	Hold	6,108	–	–	0.16%	70
2022 Q2	$320K	Hold	6,108	–	–	0.19%	68
2022 Q1	$316K	Sell	6,108 -100	-2%	-$5.19K	0.16%	67
2021 Q4	$367K	Hold	6,208	–	–	0.17%	61
2021 Q3	$267K	Hold	6,208	–	–	0.13%	69
2021 Q2	$243K	Sell	6,208 -101	-2%	-$3.93K	0.12%	69
2021 Q1	$229K	Sell	6,309 -331	-5%	-$11.8K	0.11%	69
2020 Q4	$244K	Sell	6,640 -253	-4%	-$9.28K	0.12%	64
2020 Q3	$240K	Sell	6,893 -338	-5%	-$11.8K	0.13%	54
2020 Q2	$224K	Hold	7,231	–	–	0.14%	55
2020 Q1	$224K	Buy	7,231 +66	+0.9%	+$2.25K	0.18%	49
2019 Q4	$266K	Sell	7,165 -180	-2%	-$6.41K	0.18%	45
2019 Q3	$250K	Hold	7,345	–	–	0.17%	44
2019 Q2	$271K	Hold	7,345	–	–	0.19%	43
2019 Q1	$296K	Hold	7,345	–	–	0.21%	42
2018 Q4	$304K	Buy	7,345 +349	+5%	+$14.5K	0.24%	36
2018 Q3	$293K	Buy	6,996 +441	+7%	+$17K	0.24%	28
2018 Q2	$226K	Sell	6,555 -190	-3%	-$6.49K	0.21%	29
2018 Q1	$227K	Hold	6,745	–	–	0.25%	30
2017 Q4	$232K	Buy	+6,745	New	+$230K	0.31%	28

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Towerpoint Wealth's PFE Position: Q4 2023 in Review

Towerpoint Wealth sold out of Pfizer (PFE) in Q4 2023, closing a stake of 6,170 shares — an estimated $205K sold.

Towerpoint Wealth first reported a position in PFE in Q4 2017 and held it in 24 quarters. The position peaked at $367K in Q4 2021. 2,935 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

Towerpoint Wealth reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
Towerpoint Wealth sold 6,170 Pfizer shares in Q4 2023, an estimated $205K.
Towerpoint Wealth first reported a position in Pfizer in Q4 2017 and held it in 24 quarters.
Towerpoint Wealth's Pfizer position peaked at $367K in Q4 2021.
2,935 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Towerpoint Wealth's 13F filing for Q4 2023, filed 23 Jan 2024.