BAIA
PFE icon

Bel Air Investment Advisors’s Pfizer PFE Stock Holding History

Bel Air 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
2021
Q2 		$697K Sell
17,794
-13,896
-44% -$540K 0.02% 222
2021
Q1 		$1.15M Buy
+31,690
New +$1.13M 0.04% 188

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bel Air Investment Advisors's PFE Position: Q2 2021 in Review

Bel Air Investment Advisors reduced its Pfizer (PFE) stake by 44% in Q2 2021, selling an estimated $540K and leaving 17,794 shares worth $697K. The position accounts for 0.02% of the portfolio, ranked #222.

Bel Air Investment Advisors first reported a position in PFE in Q1 2021 and has held it in 2 quarters since. The position peaked at $1.15M in Q1 2021. 2,732 funds tracked by Wall St. Rank hold PFE as of Q2 2021.

  • Bel Air Investment Advisors held 17,794 shares of Pfizer worth $697K as of Q2 2021.
  • Bel Air Investment Advisors sold 13,896 Pfizer shares in Q2 2021, an estimated $540K.
  • Pfizer made up 0.02% of Bel Air Investment Advisors's portfolio in Q2 2021, its #222 holding.
  • Bel Air Investment Advisors first reported a position in Pfizer in Q1 2021 and has held it in 2 quarters since.
  • Bel Air Investment Advisors's Pfizer position peaked at $1.15M in Q1 2021.
  • 2,732 funds tracked by Wall St. Rank held Pfizer as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.