Clarus Wealth Advisors’s Pfizer PFE Stock Holding History

Clarus Wealth 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
2022 Q2	–	Sell	-3,732	Closed	-$201K	–	114
2022 Q1	$201K	Buy	+3,732	New	+$194K	0.13%	104
2019 Q4	–	Sell	-6,736	Closed	-$230K	–	162
2019 Q3	$230K	Buy	6,736 +6,397	+1,887%	+$233K	0.17%	121
2019 Q2	$14K	Sell	339 -1,391	-80%	-$55.2K	0.01%	407
2019 Q1	$70K	Buy	1,730 +123	+8%	+$4.93K	0.05%	250
2018 Q4	$67K	Sell	1,607 -183	-10%	-$7.6K	0.11%	218
2018 Q3	$75K	Sell	1,790 -603	-25%	-$23.2K	0.05%	240
2018 Q2	$81K	Buy	+2,393	New	+$81.8K	0.06%	219
2018 Q1	–	Sell	-11,653	Closed	-$400K	–	141
2017 Q4	$400K	Buy	+11,653	New	+$397K	0.39%	41

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clarus Wealth Advisors's PFE Position: Q2 2022 in Review

Clarus Wealth Advisors sold out of Pfizer (PFE) in Q2 2022, closing a stake of 3,732 shares — an estimated $201K sold.

Clarus Wealth Advisors first reported a position in PFE in Q4 2017 and held it in 8 quarters. The position peaked at $400K in Q4 2017. 3,157 funds tracked by Wall St. Rank hold PFE as of Q2 2022.

Clarus Wealth Advisors reported no remaining Pfizer position as of Q2 2022 after selling out during the quarter.
Clarus Wealth Advisors sold 3,732 Pfizer shares in Q2 2022, an estimated $201K.
Clarus Wealth Advisors first reported a position in Pfizer in Q4 2017 and held it in 8 quarters.
Clarus Wealth Advisors's Pfizer position peaked at $400K in Q4 2017.
3,157 funds tracked by Wall St. Rank held Pfizer as of Q2 2022.

Based on Clarus Wealth Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.