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Winning Points Advisors’s Pfizer PFE Stock Holding History

Winning Points 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
2024
Q3 		$433K Buy
+13,501
New +$394K 0.73% 21
2024
Q1 		$318K Hold
11,051
– – 0.49% 30
2023
Q4 		$318K Sell
11,051
-2,450
-18% -$74.1K 0.49% 30
2023
Q3 		$433K Buy
13,501
+2,450
+22% +$86.6K 0.77% 19
2023
Q2 		$318K Sell
11,051
-4,250
-28% -$165K 0.49% 30
2023
Q1 		$624K Sell
15,301
-100
-0.6% -$4.32K 0.69% 26
2022
Q4 		$789K Buy
15,401
+2
+0% +$96 1.01% 23
2022
Q3 		$684K Hold
15,399
– – 0.84% 25
2022
Q2 		$807K Sell
15,399
-900
-6% -$45.9K 0.89% 26
2022
Q1 		$844K Sell
16,299
-15,724
-49% -$816K 0.66% 31
2021
Q4 		$1.39M Buy
32,023
+15,824
+98% +$784K 1.01% 29
2021
Q3 		$697K Buy
16,199
+2,050
+14% +$90.8K 0.51% 40
2021
Q2 		$554K Sell
14,149
-3,057
-18% -$119K 0.42% 41
2021
Q1 		$623K Buy
17,206
+337
+2% +$12K 0.47% 41
2020
Q4 		$621K Sell
16,869
-10,475
-38% -$384K 0.5% 37
2020
Q3 		$952K Hold
27,344
– – 0.81% 28
2020
Q2 		$848K Sell
27,344
-211
-0.8% -$7.17K 0.81% 27
2020
Q1 		$853K Sell
27,555
-5,459
-17% -$186K 0.83% 29
2019
Q4 		$1.23M Sell
33,014
-211
-0.6% -$7.52K 0.78% 31
2019
Q3 		$1.14M Sell
33,225
-527
-2% -$19.2K 0.82% 31
2019
Q2 		$1.39M Sell
33,752
-116
-0.3% -$4.61K 1.01% 29
2019
Q1 		$1.36M Buy
33,868
+126
+0.4% +$5.05K 1.06% 29
2018
Q4 		$1.39M Buy
33,742
+211
+0.6% +$8.76K 1.19% 26
2018
Q3 		$1.4M Hold
33,531
– – 1.03% 29
2018
Q2 		$1.15M Sell
33,531
-1,476
-4% -$50.4K 0.92% 30
2018
Q1 		$1.16M Buy
35,007
+844
+2% +$29K 0.95% 31
2017
Q4 		$1.17M Sell
34,163
-148
-0.4% -$5.05K 0.96% 28
2017
Q3 		$1.16M Buy
34,311
+1,096
+3% +$35.2K 1% 27
2017
Q2 		$1.07M Sell
33,215
-2,951
-8% -$93.1K 1.04% 26
2017
Q1 		$1.17M Sell
36,166
-691
-2% -$21.8K 1.15% 27
2016
Q4 		$1.14M Buy
+36,857
New +$1.13M 1.24% 30

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Winning Points Advisors's PFE Position: Q3 2024 in Review

Winning Points Advisors opened a new position in Pfizer (PFE) in Q3 2024: 13,501 shares worth $433K. The stake represents 0.73% of the portfolio and ranks #21 among its holdings. This is a return to the name: Winning Points Advisors previously reported a position in PFE as recently as Q1 2024.

Winning Points Advisors first reported a position in PFE in Q4 2016 and has held it in 31 quarters since. The position peaked at $1.4M in Q3 2018. 2,915 funds tracked by Wall St. Rank hold PFE as of Q3 2024.

  • Winning Points Advisors held 13,501 shares of Pfizer worth $433K as of Q3 2024.
  • Pfizer was a new Winning Points Advisors position in Q3 2024.
  • Pfizer made up 0.73% of Winning Points Advisors's portfolio in Q3 2024, its #21 holding.
  • Winning Points Advisors first reported a position in Pfizer in Q4 2016 and has held it in 31 quarters since.
  • Winning Points Advisors's Pfizer position peaked at $1.4M in Q3 2018.
  • 2,915 funds tracked by Wall St. Rank held Pfizer as of Q3 2024.

Based on Winning Points Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.