Virginia Wealth Management Group’s Pfizer PFE Stock Holding History

Virginia Wealth Management Group’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	–	Sell	-16,445	Closed	-$545K	–	64
2023 Q3	$545K	Sell	16,445 -2,235	-12%	-$79K	0.37%	55
2023 Q2	$685K	Sell	18,680 -60	-0.3%	-$2.33K	0.47%	52
2023 Q1	$765K	Buy	18,740 +13	+0.1%	+$561	0.52%	51
2022 Q4	$960K	Sell	18,727 -734	-4%	-$35.2K	0.66%	49
2022 Q3	$852K	Buy	19,461 +14,568	+298%	+$708K	0.64%	52
2022 Q2	$257K	Sell	4,893 -500	-9%	-$25.5K	0.25%	58
2022 Q1	$292K	Sell	5,393 -200	-4%	-$10.4K	0.26%	56
2021 Q4	$330K	Buy	+5,593	New	+$277K	0.3%	56

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Virginia Wealth Management Group's PFE Position: Q4 2023 in Review

Virginia Wealth Management Group sold out of Pfizer (PFE) in Q4 2023, closing a stake of 16,445 shares — an estimated $545K sold.

Virginia Wealth Management Group first reported a position in PFE in Q4 2021 and held it in 8 quarters. The position peaked at $960K in Q4 2022. 2,935 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

Virginia Wealth Management Group reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
Virginia Wealth Management Group sold 16,445 Pfizer shares in Q4 2023, an estimated $545K.
Virginia Wealth Management Group first reported a position in Pfizer in Q4 2021 and held it in 8 quarters.
Virginia Wealth Management Group's Pfizer position peaked at $960K in Q4 2022.
2,935 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Virginia Wealth Management Group's 13F filing for Q4 2023, filed 9 Feb 2024.