Vertex Planning Partners’s Pfizer PFE Stock Holding History

Vertex Planning Partners’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	-7,140	Closed	-$206K	–	160
2023 Q4	$206K	Buy	7,140 +194	+3%	+$5.87K	0.06%	154
2023 Q3	$230K	Sell	6,946 -496	-7%	-$17.5K	0.08%	124
2023 Q2	$273K	Buy	7,442 +602	+9%	+$23.4K	0.09%	116
2023 Q1	$279K	Sell	6,840 -4,723	-41%	-$204K	0.11%	98
2022 Q4	$592K	Buy	+11,563	New	+$554K	0.23%	59

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

Vertex Planning Partners's PFE Position: Q1 2024 in Review

Vertex Planning Partners sold out of Pfizer (PFE) in Q1 2024, closing a stake of 7,140 shares — an estimated $206K sold.

Vertex Planning Partners first reported a position in PFE in Q4 2022 and held it in 5 quarters. The position peaked at $592K in Q4 2022. 2,875 funds tracked by Wall St. Rank hold PFE as of Q1 2024.

Vertex Planning Partners reported no remaining Pfizer position as of Q1 2024 after selling out during the quarter.
Vertex Planning Partners sold 7,140 Pfizer shares in Q1 2024, an estimated $206K.
Vertex Planning Partners first reported a position in Pfizer in Q4 2022 and held it in 5 quarters.
Vertex Planning Partners's Pfizer position peaked at $592K in Q4 2022.
2,875 funds tracked by Wall St. Rank held Pfizer as of Q1 2024.

Based on Vertex Planning Partners's 13F filing for Q1 2024, filed 13 May 2024.