Vigilare Wealth Management’s Pfizer PFE Stock Holding History

Vigilare 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 Q3	–	Sell	-6,314	Closed	-$232K	–	93
2023 Q2	$232K	Sell	6,314 -9,270	-59%	-$361K	0.13%	84
2023 Q1	$636K	Sell	15,584 -8,136	-34%	-$351K	0.36%	38
2022 Q4	$1.22M	Sell	23,720 -97	-0.4%	-$4.65K	0.71%	27
2022 Q3	$1.04M	Sell	23,817 -1,411	-6%	-$68.6K	1.35%	19
2022 Q2	$1.32M	Sell	25,228 -6,633	-21%	-$338K	1.44%	17
2022 Q1	$1.65M	Buy	31,861 +2,953	+10%	+$153K	1.35%	15
2021 Q4	$1.71M	Buy	28,908 +7,973	+38%	+$395K	1.01%	21
2021 Q3	$900K	Buy	20,935 +2,045	+11%	+$90.6K	0.56%	43
2021 Q2	$740K	Buy	18,890 +6,632	+54%	+$258K	0.45%	53
2021 Q1	$444K	Sell	12,258 -3,755	-23%	-$133K	0.32%	88
2020 Q4	$589K	Sell	16,013 -3,493	-18%	-$128K	0.56%	45
2020 Q3	$679K	Buy	19,506 +6	+0%	+$210	0.71%	41
2020 Q2	$605K	Sell	19,500 -52	-0.3%	-$1.77K	0.61%	46
2020 Q1	$605K	Sell	19,552 -2,997	-13%	-$102K	0.72%	38
2019 Q4	$802K	Buy	+22,549	New	+$803K	0.53%	48

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vigilare Wealth Management's PFE Position: Q3 2023 in Review

Vigilare Wealth Management sold out of Pfizer (PFE) in Q3 2023, closing a stake of 6,314 shares — an estimated $232K sold.

Vigilare Wealth Management first reported a position in PFE in Q4 2019 and held it in 15 quarters. The position peaked at $1.71M in Q4 2021. 2,925 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

Vigilare Wealth Management reported no remaining Pfizer position as of Q3 2023 after selling out during the quarter.
Vigilare Wealth Management sold 6,314 Pfizer shares in Q3 2023, an estimated $232K.
Vigilare Wealth Management first reported a position in Pfizer in Q4 2019 and held it in 15 quarters.
Vigilare Wealth Management's Pfizer position peaked at $1.71M in Q4 2021.
2,925 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on Vigilare Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.