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Vahanian & Associates Financial Planning’s Pfizer PFE Stock Holding History

Vahanian & Associates Financial Planning’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
Q2 		– Sell
-7,774
Closed -$317K – 76
2023
Q1 		$317K Sell
7,774
-2,536
-25% -$110K 0.88% 41
2022
Q4 		$528K Buy
10,310
+500
+5% +$24K 1.73% 18
2022
Q3 		$429K Buy
+9,810
New +$477K 1.48% 24
2022
Q1 		– Sell
-9,365
Closed -$553K – 124
2021
Q4 		$553K Buy
+9,365
New +$464K 0.45% 57

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

Vahanian & Associates Financial Planning's PFE Position: Q2 2023 in Review

Vahanian & Associates Financial Planning sold out of Pfizer (PFE) in Q2 2023, closing a stake of 7,774 shares — an estimated $317K sold.

Vahanian & Associates Financial Planning first reported a position in PFE in Q4 2021 and held it in 4 quarters. The position peaked at $553K in Q4 2021. 3,041 funds tracked by Wall St. Rank hold PFE as of Q2 2023.

  • Vahanian & Associates Financial Planning reported no remaining Pfizer position as of Q2 2023 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 7,774 Pfizer shares in Q2 2023, an estimated $317K.
  • Vahanian & Associates Financial Planning first reported a position in Pfizer in Q4 2021 and held it in 4 quarters.
  • Vahanian & Associates Financial Planning's Pfizer position peaked at $553K in Q4 2021.
  • 3,041 funds tracked by Wall St. Rank held Pfizer as of Q2 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q2 2023, filed 24 Jul 2023.