Castle Financial & Retirement Planning Associates’s Pfizer PFE Stock Holding History

Castle Financial & Retirement Planning Associates’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 Q4	$10K	Buy	+200	New	+$9.91K	0.03%	106

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's PFE Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Pfizer (PFE) in Q4 2021: 200 shares worth $10K. The stake represents 0.03% of the portfolio and ranks #106 among its holdings.

3,262 funds tracked by Wall St. Rank hold PFE as of Q4 2021.

Castle Financial & Retirement Planning Associates held 200 shares of Pfizer worth $10K as of Q4 2021.
Pfizer was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Pfizer made up 0.03% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #106 holding.
3,262 funds tracked by Wall St. Rank held Pfizer as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.