Virtus Investment Advisers’s Pfizer PFE Stock Holding History

Virtus Investment Advisers’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	-4,017	Closed	-$147K	–	283
2023 Q2	$147K	Hold	4,017	–	–	0.1%	213
2023 Q1	$164K	Hold	4,017	–	–	0.11%	208
2022 Q4	$206K	Hold	4,017	–	–	0.14%	190
2022 Q3	$176K	Buy	+4,017	New	+$195K	0.08%	220
2018 Q1	–	Sell	-26,433	Closed	-$908K	–	328
2017 Q4	$908K	Sell	26,433 -1,235	-4%	-$42.1K	0.1%	224
2017 Q3	$937K	Sell	27,668 -3,152	-10%	-$101K	0.1%	233
2017 Q2	$982K	Sell	30,820 -6,074	-16%	-$192K	0.1%	228
2017 Q1	$1.2M	Buy	+36,894	New	+$1.16M	0.11%	223
2016 Q4	–	Sell	-213,872	Closed	-$6.87M	–	517
2016 Q3	$6.87M	Buy	+213,872	New	+$7.15M	0.44%	66

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Virtus Investment Advisers's PFE Position: Q3 2023 in Review

Virtus Investment Advisers sold out of Pfizer (PFE) in Q3 2023, closing a stake of 4,017 shares — an estimated $147K sold.

Virtus Investment Advisers first reported a position in PFE in Q3 2016 and held it in 9 quarters. The position peaked at $6.87M in Q3 2016. 2,928 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

Virtus Investment Advisers reported no remaining Pfizer position as of Q3 2023 after selling out during the quarter.
Virtus Investment Advisers sold 4,017 Pfizer shares in Q3 2023, an estimated $147K.
Virtus Investment Advisers first reported a position in Pfizer in Q3 2016 and held it in 9 quarters.
Virtus Investment Advisers's Pfizer position peaked at $6.87M in Q3 2016.
2,928 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on Virtus Investment Advisers's 13F filing for Q3 2023, filed 8 Nov 2023.