Clarity Financial’s Pfizer PFE Stock Holding History

Clarity Financial’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 Q4	–	Sell	-10,455	Closed	-$303K	–	149
2024 Q3	$303K	Buy	+10,455	New	+$305K	0.04%	120
2023 Q4	–	Sell	-9,108	Closed	-$302K	–	121
2023 Q3	$302K	Buy	9,108 +417	+5%	+$14.7K	0.05%	91
2023 Q2	$319K	Buy	+8,691	New	+$338K	0.05%	82
2023 Q1	–	Sell	-4,173	Closed	-$214K	–	75
2022 Q4	$214K	Buy	+4,173	New	+$200K	0.04%	97
2021 Q2	–	Sell	-25,405	Closed	-$920K	–	137
2021 Q1	$920K	Buy	25,405 +8,397	+49%	+$298K	0.19%	66
2020 Q4	$626K	Buy	+17,008	New	+$624K	0.15%	60

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Clarity Financial's PFE Position: Q4 2024 in Review

Clarity Financial sold out of Pfizer (PFE) in Q4 2024, closing a stake of 10,455 shares — an estimated $303K sold.

Clarity Financial first reported a position in PFE in Q4 2020 and held it in 6 quarters. The position peaked at $920K in Q1 2021. 2,996 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

Clarity Financial reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
Clarity Financial sold 10,455 Pfizer shares in Q4 2024, an estimated $303K.
Clarity Financial first reported a position in Pfizer in Q4 2020 and held it in 6 quarters.
Clarity Financial's Pfizer position peaked at $920K in Q1 2021.
2,996 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Clarity Financial's 13F filing for Q4 2024, filed 23 Jan 2025.