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Alera Investment Advisors’s Pfizer PFE Stock Holding History

Alera Investment 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 		$217K Buy
+7,497
New +$219K 0.03% 259
2024
Q1 		– Sell
-16,212
Closed -$467K – 176
2023
Q4 		$467K Sell
16,212
-165
-1% -$4.99K 0.06% 121
2023
Q3 		$543K Sell
16,377
-1,408
-8% -$49.8K 0.09% 104
2023
Q2 		$652K Buy
17,785
+2,754
+18% +$107K 0.14% 90
2023
Q1 		$613K Sell
15,031
-306
-2% -$13.2K 0.14% 90
2022
Q4 		$786K Buy
15,337
+569
+4% +$27.3K 0.19% 61
2022
Q3 		$645K Sell
14,768
-4,636
-24% -$225K 0.18% 77
2022
Q2 		$1.02M Sell
19,404
-1,814
-9% -$92.4K 0.28% 44
2022
Q1 		$1.1M Buy
21,218
+13,793
+186% +$716K 0.25% 47
2021
Q4 		$438K Buy
7,425
+24
+0.3% +$1.19K 0.12% 58
2021
Q3 		$318K Buy
7,401
+393
+6% +$17.4K 0.09% 74
2021
Q2 		$274K Buy
7,008
+326
+5% +$12.7K 0.08% 81
2021
Q1 		$242K Sell
6,682
-59
-0.9% -$2.1K 0.08% 81
2020
Q4 		$248K Sell
6,741
-599
-8% -$22K 0.09% 76
2020
Q3 		$256K Sell
7,340
-496
-6% -$17.4K 0.1% 67
2020
Q2 		$243K Buy
7,836
+812
+12% +$27.6K 0.13% 66
2020
Q1 		$218K Buy
7,024
+217
+3% +$7.39K 0.13% 59
2019
Q4 		$253K Sell
6,807
-1,179
-15% -$42K 0.12% 51
2019
Q3 		$272K Sell
7,986
-1,043
-12% -$37.9K 0.13% 59
2019
Q2 		$371K Buy
9,029
+293
+3% +$11.6K 0.19% 45
2019
Q1 		$352K Sell
8,736
-1,777
-17% -$71.2K 0.17% 48
2018
Q4 		$435K Buy
+10,513
New +$436K 0.27% 46

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

Alera Investment Advisors's PFE Position: Q3 2024 in Review

Alera Investment Advisors opened a new position in Pfizer (PFE) in Q3 2024: 7,497 shares worth $217K. The stake represents 0.03% of the portfolio and ranks #259 among its holdings. This is a return to the name: Alera Investment Advisors previously reported a position in PFE as recently as Q4 2023.

Alera Investment Advisors first reported a position in PFE in Q4 2018 and has held it in 22 quarters since. The position peaked at $1.1M in Q1 2022. 2,909 funds tracked by Wall St. Rank hold PFE as of Q3 2024.

  • Alera Investment Advisors held 7,497 shares of Pfizer worth $217K as of Q3 2024.
  • Pfizer was a new Alera Investment Advisors position in Q3 2024.
  • Pfizer made up 0.03% of Alera Investment Advisors's portfolio in Q3 2024, its #259 holding.
  • Alera Investment Advisors first reported a position in Pfizer in Q4 2018 and has held it in 22 quarters since.
  • Alera Investment Advisors's Pfizer position peaked at $1.1M in Q1 2022.
  • 2,909 funds tracked by Wall St. Rank held Pfizer as of Q3 2024.

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