Wealth Management Partners’s Pfizer PFE Stock Holding History

Wealth Management 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	-7,832	Closed	-$225K	–	124
2023 Q4	$225K	Sell	7,832 -403	-5%	-$12.2K	0.13%	111
2023 Q3	$273K	Sell	8,235 -1,029	-11%	-$36.4K	0.17%	93
2023 Q2	$340K	Buy	9,264 +182	+2%	+$7.08K	0.21%	83
2023 Q1	$371K	Buy	9,082 +82	+0.9%	+$3.54K	0.26%	76
2022 Q4	$486K	Sell	9,000 -1,000	-10%	-$47.9K	0.41%	53
2022 Q3	$420K	Hold	10,000	–	–	0.37%	60
2022 Q2	$514K	Hold	10,000	–	–	0.45%	53
2022 Q1	$512K	Hold	10,000	–	–	0.36%	57
2021 Q4	$578K	Buy	10,000 +22	+0.2%	+$1.09K	0.4%	56
2021 Q3	$429K	Buy	9,978 +1	+0%	+$44	0.32%	66
2021 Q2	$391K	Buy	9,977 +2	+0%	+$78	0.27%	76
2021 Q1	$358K	Sell	9,975 -37	-0.4%	-$1.31K	0.27%	77
2020 Q4	$374K	Buy	+10,012	New	+$367K	0.29%	77

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

Wealth Management Partners's PFE Position: Q1 2024 in Review

Wealth Management Partners sold out of Pfizer (PFE) in Q1 2024, closing a stake of 7,832 shares — an estimated $225K sold.

Wealth Management Partners first reported a position in PFE in Q4 2020 and held it in 13 quarters. The position peaked at $578K in Q4 2021. 2,874 funds tracked by Wall St. Rank hold PFE as of Q1 2024.

Wealth Management Partners reported no remaining Pfizer position as of Q1 2024 after selling out during the quarter.
Wealth Management Partners sold 7,832 Pfizer shares in Q1 2024, an estimated $225K.
Wealth Management Partners first reported a position in Pfizer in Q4 2020 and held it in 13 quarters.
Wealth Management Partners's Pfizer position peaked at $578K in Q4 2021.
2,874 funds tracked by Wall St. Rank held Pfizer as of Q1 2024.

Based on Wealth Management Partners's 13F filing for Q1 2024, filed 12 Apr 2024.