Column Capital Advisors’s Pfizer PFE Stock Holding History

Column Capital 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
2023 Q3	$252K	Buy	18,641 +16	+0.1%	+$566	0.04%	127
2023 Q2	$277K	Sell	18,625 -887	-5%	-$34.5K	0.04%	114
2023 Q1	$343K	Buy	19,512 +881	+5%	+$38.1K	0.05%	95
2022 Q4	$383K	Buy	18,631 +12,768	+218%	+$612K	0.06%	81
2022 Q3	$257K	Buy	5,863 +11	+0.2%	+$535	0.05%	93
2022 Q2	$307K	Buy	5,852 +423	+8%	+$21.6K	0.06%	79
2022 Q1	$281K	Buy	5,429 +811	+18%	+$42.1K	0.05%	106
2021 Q4	$273K	Buy	4,618 +910	+25%	+$45.1K	0.05%	102
2021 Q3	$160K	Buy	3,708 +10	+0.3%	+$443	0.03%	144
2021 Q2	$145K	Buy	3,698 +1,262	+52%	+$49.1K	0.03%	149
2021 Q1	$88K	Hold	2,436	–	–	0.02%	193
2020 Q4	$90K	Sell	2,436 -132	-5%	-$4.84K	0.02%	186
2020 Q3	$89K	Hold	2,568	–	–	0.03%	165
2020 Q2	$79K	Sell	2,568 -3,162	-55%	-$107K	0.03%	182
2020 Q1	$177K	Sell	5,730 -788	-12%	-$26.9K	0.07%	79
2019 Q4	$242K	Buy	+6,518	New	+$232K	0.12%	74

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

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

Capital World Investors

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

Geode Capital Management

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

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

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

Norges Bank Oslo, Norway $935B AUM

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