Clearview Wealth Advisors’s Pfizer PFE Stock Holding History

Clearview 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
2024 Q2	–	Sell	-7,337	Closed	-$204K	–	113
2024 Q1	$204K	Sell	7,337 -410	-5%	-$11.4K	0.21%	102
2023 Q4	$223K	Sell	7,747 -6	-0.1%	-$181	0.26%	106
2023 Q3	$257K	Sell	7,753 -653	-8%	-$23.1K	0.32%	104
2023 Q2	$308K	Sell	8,406 -697	-8%	-$27.1K	0.31%	85
2023 Q1	$371K	Sell	9,103 -3,650	-29%	-$158K	0.38%	78
2022 Q4	$654K	Sell	12,753 -36	-0.3%	-$1.73K	0.51%	49
2022 Q3	$560K	Buy	12,789 +346	+3%	+$16.8K	0.44%	40
2022 Q2	$652K	Buy	12,443 +266	+2%	+$13.6K	0.49%	39
2022 Q1	$630K	Sell	12,177 -233	-2%	-$12.1K	0.41%	44
2021 Q4	$733K	Sell	12,410 -1,489	-11%	-$73.8K	0.45%	50
2021 Q3	$598K	Buy	13,899 +1,606	+13%	+$71.1K	0.38%	61
2021 Q2	$481K	Buy	12,293 +773	+7%	+$30.1K	0.3%	69
2021 Q1	$417K	Sell	11,520 -63	-0.5%	-$2.24K	0.27%	75
2020 Q4	$426K	Buy	+11,583	New	+$425K	0.29%	66

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Clearview Wealth Advisors's PFE Position: Q2 2024 in Review

Clearview Wealth Advisors sold out of Pfizer (PFE) in Q2 2024, closing a stake of 7,337 shares — an estimated $204K sold.

Clearview Wealth Advisors first reported a position in PFE in Q4 2020 and held it in 14 quarters. The position peaked at $733K in Q4 2021. 2,873 funds tracked by Wall St. Rank hold PFE as of Q2 2024.

Clearview Wealth Advisors reported no remaining Pfizer position as of Q2 2024 after selling out during the quarter.
Clearview Wealth Advisors sold 7,337 Pfizer shares in Q2 2024, an estimated $204K.
Clearview Wealth Advisors first reported a position in Pfizer in Q4 2020 and held it in 14 quarters.
Clearview Wealth Advisors's Pfizer position peaked at $733K in Q4 2021.
2,873 funds tracked by Wall St. Rank held Pfizer as of Q2 2024.

Based on Clearview Wealth Advisors's 13F filing for Q2 2024, filed 1 Aug 2024.