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Traverso Chambers Private Wealth Management’s Pfizer PFE Stock Holding History

Traverso Chambers Private Wealth 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
Q4 		$939K Buy
32,618
+589
+2% +$17.8K 0.23% 58
2023
Q3 		$1.06M Buy
32,029
+771
+2% +$27.3K 0.28% 45
2023
Q2 		$1.15M Sell
31,258
-27
-0.1% -$1.05K 0.3% 45
2023
Q1 		$1.28M Buy
31,285
+752
+2% +$32.5K 0.35% 38
2022
Q4 		$1.56M Sell
30,533
-164
-0.5% -$7.86K 0.45% 35
2022
Q3 		$1.34M Buy
30,697
+272
+0.9% +$13.2K 0.41% 37
2022
Q2 		$1.59M Buy
30,425
+464
+2% +$23.6K 0.53% 29
2022
Q1 		$1.55M Sell
29,961
-465
-2% -$24.1K 0.46% 35
2021
Q4 		$1.8M Buy
30,426
+469
+2% +$23.2K 0.53% 28
2021
Q3 		$1.29M Sell
29,957
-5
-0% -$222 0.4% 35
2021
Q2 		$1.17M Buy
29,962
+731
+3% +$28.4K 0.37% 39
2021
Q1 		$1.06M Buy
29,231
+1,376
+5% +$48.9K 0.36% 38
2020
Q4 		$1.02M Sell
27,855
-386
-1% -$14.2K 0.37% 36
2020
Q3 		$983K Buy
28,241
+997
+4% +$35K 0.38% 33
2020
Q2 		$845K Buy
27,244
+1,171
+4% +$39.8K 0.35% 36
2020
Q1 		$807K Buy
26,073
+3,068
+13% +$105K 0.38% 35
2019
Q4 		$855K Sell
23,005
-703
-3% -$25K 0.36% 38
2019
Q3 		$808K Sell
23,708
-141
-0.6% -$5.13K 0.39% 37
2019
Q2 		$1M Hold
23,849
– – 0.49% 34
2019
Q1 		$961K Sell
23,849
-79
-0.3% -$3.16K 0.47% 33
2018
Q4 		$991K Buy
+23,928
New +$993K 0.54% 30

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Traverso Chambers Private Wealth Management's PFE Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management increased its Pfizer (PFE) stake by 1.8% in Q4 2023, buying an estimated $17.8K and bringing the position to 32,618 shares worth $939K. The position accounts for 0.23% of the portfolio, ranked #58.

Traverso Chambers Private Wealth Management first reported a position in PFE in Q4 2018 and has held it in 21 quarters since. The position peaked at $1.8M in Q4 2021. 2,935 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

  • Traverso Chambers Private Wealth Management held 32,618 shares of Pfizer worth $939K as of Q4 2023.
  • Traverso Chambers Private Wealth Management bought 589 Pfizer shares in Q4 2023, an estimated $17.8K.
  • Pfizer made up 0.23% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #58 holding.
  • Traverso Chambers Private Wealth Management first reported a position in Pfizer in Q4 2018 and has held it in 21 quarters since.
  • Traverso Chambers Private Wealth Management's Pfizer position peaked at $1.8M in Q4 2021.
  • 2,935 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.