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Wolf Group Capital Advisors’s Pfizer PFE Stock Holding History

Wolf Group Capital 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 		– Sell
-7,536
Closed -$211K – 132
2024
Q2 		$211K Buy
+7,536
New +$207K 0.08% 122
2022
Q1 		– Sell
-7,839
Closed -$463K – 136
2021
Q4 		$463K Buy
+7,839
New +$388K 0.08% 116

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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
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Wolf Group Capital Advisors's PFE Position: Q3 2024 in Review

Wolf Group Capital Advisors sold out of Pfizer (PFE) in Q3 2024, closing a stake of 7,536 shares — an estimated $211K sold.

Wolf Group Capital Advisors first reported a position in PFE in Q4 2021 and held it in 2 quarters. The position peaked at $463K in Q4 2021. 2,909 funds tracked by Wall St. Rank hold PFE as of Q3 2024.

  • Wolf Group Capital Advisors reported no remaining Pfizer position as of Q3 2024 after selling out during the quarter.
  • Wolf Group Capital Advisors sold 7,536 Pfizer shares in Q3 2024, an estimated $211K.
  • Wolf Group Capital Advisors first reported a position in Pfizer in Q4 2021 and held it in 2 quarters.
  • Wolf Group Capital Advisors's Pfizer position peaked at $463K in Q4 2021.
  • 2,909 funds tracked by Wall St. Rank held Pfizer as of Q3 2024.

Based on Wolf Group Capital Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.