Claraphi Advisory Network’s Pfizer PFE Stock Holding History

Claraphi Advisory Network’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
2022 Q4	$755K	Buy	14,736 +4,105	+39%	+$197K	0.3%	94
2022 Q3	$465K	Sell	10,631 -10,070	-49%	-$489K	0.25%	110
2022 Q2	$1.08M	Buy	20,701 +234	+1%	+$11.9K	0.38%	61
2022 Q1	$1.06M	Sell	20,467 -526	-3%	-$27.3K	0.31%	67
2021 Q4	$1.24M	Buy	20,993 +6,056	+41%	+$300K	0.43%	53
2021 Q3	$642K	Buy	14,937 +575	+4%	+$25.5K	0.23%	107
2021 Q2	$562K	Buy	14,362 +133	+0.9%	+$5.17K	0.17%	141
2021 Q1	$516K	Sell	14,229 -5,564	-28%	-$198K	0.14%	153
2020 Q4	$729K	Sell	19,793 -13,187	-40%	-$484K	0.2%	108
2020 Q3	$1.15M	Buy	32,980 +20,270	+159%	+$711K	0.42%	41
2020 Q2	$394K	Sell	12,710 -306	-2%	-$10.4K	0.17%	129
2020 Q1	$403K	Buy	13,016 +633	+5%	+$21.6K	0.19%	103
2019 Q4	$460K	Sell	12,383 -1,881	-13%	-$67K	0.28%	83
2019 Q3	$486K	Buy	14,264 +214	+2%	+$7.78K	0.29%	74
2019 Q2	$576K	Buy	14,050 +1,019	+8%	+$40.5K	0.34%	71
2019 Q1	$524K	Sell	13,031 -337	-3%	-$13.5K	0.33%	73
2018 Q4	$554K	Sell	13,368 -10,752	-45%	-$446K	0.42%	62
2018 Q3	$1.01M	Sell	24,120 -787	-3%	-$30.3K	0.56%	40
2018 Q2	$857K	Buy	24,907 +986	+4%	+$33.7K	0.55%	45
2018 Q1	$805K	Buy	23,921 +4,929	+26%	+$169K	0.57%	44
2017 Q4	$653K	Buy	+18,992	New	+$648K	0.51%	57

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Claraphi Advisory Network's PFE Position: Q4 2022 in Review

Claraphi Advisory Network increased its Pfizer (PFE) stake by 39% in Q4 2022, buying an estimated $197K and bringing the position to 14,736 shares worth $755K. The position accounts for 0.3% of the portfolio, ranked #94.

Claraphi Advisory Network first reported a position in PFE in Q4 2017 and has held it in 21 quarters since. The position peaked at $1.24M in Q4 2021. 3,265 funds tracked by Wall St. Rank hold PFE as of Q4 2022.

Claraphi Advisory Network held 14,736 shares of Pfizer worth $755K as of Q4 2022.
Claraphi Advisory Network bought 4,105 Pfizer shares in Q4 2022, an estimated $197K.
Pfizer made up 0.3% of Claraphi Advisory Network's portfolio in Q4 2022, its #94 holding.
Claraphi Advisory Network first reported a position in Pfizer in Q4 2017 and has held it in 21 quarters since.
Claraphi Advisory Network's Pfizer position peaked at $1.24M in Q4 2021.
3,265 funds tracked by Wall St. Rank held Pfizer as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.