Arlington Financial Advisors’s Pfizer PFE Stock Holding History

Arlington Financial 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 Q2	–	Sell	-12,155	Closed	-$337K	–	73
2024 Q1	$337K	Sell	12,155 -1,550	-11%	-$43K	0.07%	61
2023 Q4	$395K	Sell	13,705 -6,345	-32%	-$192K	0.12%	66
2023 Q3	$665K	Hold	20,050	–	–	0.24%	47
2023 Q2	$735K	Sell	20,050 -108	-0.5%	-$4.2K	0.27%	42
2023 Q1	$822K	Buy	20,158 +1,458	+8%	+$63K	0.32%	41
2022 Q4	$958K	Sell	18,700 -1,300	-7%	-$62.3K	0.4%	40
2022 Q3	$875K	Sell	20,000 -75	-0.4%	-$3.64K	0.44%	34
2022 Q2	$1.05M	Buy	20,075 +43	+0.2%	+$2.19K	0.47%	35
2022 Q1	$1.04M	Buy	20,032 +18	+0.1%	+$934	0.39%	37
2021 Q4	$1.18M	Hold	20,014	–	–	0.4%	43
2021 Q3	$861K	Hold	20,014	–	–	0.34%	40
2021 Q2	$784K	Buy	+20,014	New	+$778K	0.3%	44
2019 Q1	–	Sell	-6,404	Closed	-$265K	–	70
2018 Q4	$265K	Buy	+6,404	New	+$266K	0.11%	69

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

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

Arlington Financial Advisors's PFE Position: Q2 2024 in Review

Arlington Financial Advisors sold out of Pfizer (PFE) in Q2 2024, closing a stake of 12,155 shares — an estimated $337K sold.

Arlington Financial Advisors first reported a position in PFE in Q4 2018 and held it in 13 quarters. The position peaked at $1.18M in Q4 2021. 2,873 funds tracked by Wall St. Rank hold PFE as of Q2 2024.

Arlington Financial Advisors reported no remaining Pfizer position as of Q2 2024 after selling out during the quarter.
Arlington Financial Advisors sold 12,155 Pfizer shares in Q2 2024, an estimated $337K.
Arlington Financial Advisors first reported a position in Pfizer in Q4 2018 and held it in 13 quarters.
Arlington Financial Advisors's Pfizer position peaked at $1.18M in Q4 2021.
2,873 funds tracked by Wall St. Rank held Pfizer as of Q2 2024.

Based on Arlington Financial Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.