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Walden Wealth Partners’s Pfizer PFE Stock Holding History

Walden Wealth 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
Q2 		$215K Sell
7,691
-30
-0.4% -$826 0.12% 81
2024
Q1 		$206K Hold
7,721
– – 0.12% 89
2023
Q4 		$222K Buy
+7,721
New +$233K 0.14% 81

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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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Walden Wealth Partners's PFE Position: Q2 2024 in Review

Walden Wealth Partners reduced its Pfizer (PFE) stake by 0.39% in Q2 2024, selling an estimated $826 and leaving 7,691 shares worth $215K. The position accounts for 0.12% of the portfolio, ranked #81.

Walden Wealth Partners first reported a position in PFE in Q4 2023 and has held it in 3 quarters since. The position peaked at $222K in Q4 2023. 2,873 funds tracked by Wall St. Rank hold PFE as of Q2 2024.

  • Walden Wealth Partners held 7,691 shares of Pfizer worth $215K as of Q2 2024.
  • Walden Wealth Partners sold 30 Pfizer shares in Q2 2024, an estimated $826.
  • Pfizer made up 0.12% of Walden Wealth Partners's portfolio in Q2 2024, its #81 holding.
  • Walden Wealth Partners first reported a position in Pfizer in Q4 2023 and has held it in 3 quarters since.
  • Walden Wealth Partners's Pfizer position peaked at $222K in Q4 2023.
  • 2,873 funds tracked by Wall St. Rank held Pfizer as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.