Wingate Wealth Advisors’s Pfizer PFE Stock Holding History

Wingate Wealth Advisors’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
2025 Q1	–	Sell	-1,982	Closed	-$52.6K	–	322
2024 Q4	$52.6K	Buy	+1,982	New	+$53.8K	0.05%	213

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

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

Wingate Wealth Advisors's PFE Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Pfizer (PFE) in Q1 2025, closing a stake of 1,982 shares — an estimated $52.6K sold.

Wingate Wealth Advisors first reported a position in PFE in Q4 2024 and held it in 1 quarter. The position peaked at $52.6K in Q4 2024. 2,931 funds tracked by Wall St. Rank hold PFE as of Q1 2025.

Wingate Wealth Advisors reported no remaining Pfizer position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 1,982 Pfizer shares in Q1 2025, an estimated $52.6K.
Wingate Wealth Advisors first reported a position in Pfizer in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's Pfizer position peaked at $52.6K in Q4 2024.
2,931 funds tracked by Wall St. Rank held Pfizer as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.