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Transform Wealth’s Pfizer PFE Stock Holding History

Transform 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
Q3 		– Sell
-9,402
Closed -$345K – 264
2023
Q2 		$345K Buy
9,402
+883
+10% +$34.4K 0.03% 205
2023
Q1 		$348K Buy
8,519
+3,064
+56% +$132K 0.03% 199
2022
Q4 		$280K Buy
+5,455
New +$262K 0.03% 197
2021
Q1 		– Sell
-14,422
Closed -$531K – 202
2020
Q4 		$531K Sell
14,422
-8,267
-36% -$303K 0.11% 145
2020
Q3 		$790K Buy
22,689
+7,212
+47% +$253K 0.13% 114
2020
Q2 		$480K Buy
15,477
+1,091
+8% +$37.1K 0.08% 153
2020
Q1 		$446K Sell
14,386
-96,861
-87% -$3.3M 0.1% 151
2019
Q4 		$4.13M Buy
111,247
+2,249
+2% +$80.1K 0.66% 62
2019
Q3 		$3.72M Sell
108,998
-3,905
-3% -$142K 0.66% 64
2019
Q2 		$4.64M Sell
112,903
-27,735
-20% -$1.1M 0.68% 54
2019
Q1 		$5.67M Sell
140,638
-32,910
-19% -$1.32M 1.05% 29
2018
Q4 		$7.19M Buy
173,548
+21,247
+14% +$882K 1.48% 14
2018
Q3 		$6.37M Sell
152,301
-1,189
-0.8% -$45.8K 1.1% 26
2018
Q2 		$5.28M Sell
153,490
-1,572
-1% -$53.7K 0.96% 32
2018
Q1 		$5.22M Buy
155,062
+20,477
+15% +$704K 0.99% 28
2017
Q4 		$4.63M Buy
134,585
+57,168
+74% +$1.95M 0.85% 32
2017
Q3 		$2.62M Buy
+77,417
New +$2.49M 0.92% 26
2017
Q2 		– Sell
-33,291
Closed -$1.08M – 132
2017
Q1 		$1.08M Buy
+33,291
New +$1.05M 0.4% 86

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

Transform Wealth's PFE Position: Q3 2023 in Review

Transform Wealth sold out of Pfizer (PFE) in Q3 2023, closing a stake of 9,402 shares — an estimated $345K sold.

Transform Wealth first reported a position in PFE in Q1 2017 and held it in 18 quarters. The position peaked at $7.19M in Q4 2018. 2,925 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

  • Transform Wealth reported no remaining Pfizer position as of Q3 2023 after selling out during the quarter.
  • Transform Wealth sold 9,402 Pfizer shares in Q3 2023, an estimated $345K.
  • Transform Wealth first reported a position in Pfizer in Q1 2017 and held it in 18 quarters.
  • Transform Wealth's Pfizer position peaked at $7.19M in Q4 2018.
  • 2,925 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on Transform Wealth's 13F filing for Q3 2023, filed 11 Oct 2023.