Clear Perspective Advisors’s Pfizer PFE Stock Holding History

Clear Perspective 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 Q4	$1.13M	Sell	19,138 -3,404	-15%	-$169K	0.34%	56
2021 Q3	$970K	Buy	22,542 +2,190	+11%	+$97K	0.33%	57
2021 Q2	$797K	Buy	20,352 +3,294	+19%	+$128K	0.28%	63
2021 Q1	$618K	Buy	17,058 +4,426	+35%	+$157K	0.24%	76
2020 Q4	$465K	Buy	12,632 +1,566	+14%	+$57.4K	0.19%	92
2020 Q3	$581	Buy	11,066 +1,128	+11%	+$39.5K	0.27%	68
2020 Q2	$308K	Buy	9,938 +1,765	+22%	+$60K	0.17%	94
2020 Q1	$253K	Buy	8,173 +580	+8%	+$19.8K	0.17%	97
2019 Q4	$282K	Sell	7,593 -5,797	-43%	-$206K	0.17%	112
2019 Q3	$456K	Hold	13,390	–	–	0.21%	90
2019 Q2	$550K	Sell	13,390 -2,412	-15%	-$95.8K	0.35%	68
2019 Q1	$613K	Buy	15,802 +211	+1%	+$8.45K	0.43%	66
2018 Q4	$646K	Hold	15,591	–	–	0.54%	56
2018 Q3	$652K	Sell	15,591 -537	-3%	-$20.7K	0.48%	63
2018 Q2	$555K	Sell	16,128 -516	-3%	-$17.6K	0.39%	75
2018 Q1	$560K	Buy	16,644 +47	+0.3%	+$1.62K	0.42%	71
2017 Q4	$570K	Hold	16,597	–	–	0.44%	62
2017 Q3	$562K	Buy	+16,597	New	+$533K	0.46%	58
2017 Q2	–	Sell	-15,912	Closed	-$502K	–	59
2017 Q1	$516K	Sell	15,912 -6,851	-30%	-$216K	0.34%	63
2016 Q4	$701K	Buy	+22,763	New	+$695K	0.47%	49

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

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Clear Perspective Advisors's PFE Position: Q4 2021 in Review

Clear Perspective Advisors reduced its Pfizer (PFE) stake by 15% in Q4 2021, selling an estimated $169K and leaving 19,138 shares worth $1.13M. The position accounts for 0.34% of the portfolio, ranked #56.

Clear Perspective Advisors first reported a position in PFE in Q4 2016 and has held it in 20 quarters since. 3,263 funds tracked by Wall St. Rank hold PFE as of Q4 2021.

Clear Perspective Advisors held 19,138 shares of Pfizer worth $1.13M as of Q4 2021.
Clear Perspective Advisors sold 3,404 Pfizer shares in Q4 2021, an estimated $169K.
Pfizer made up 0.34% of Clear Perspective Advisors's portfolio in Q4 2021, its #56 holding.
Clear Perspective Advisors first reported a position in Pfizer in Q4 2016 and has held it in 20 quarters since.
3,263 funds tracked by Wall St. Rank held Pfizer as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.