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Criterion Capital Advisors’s Pfizer PFE Stock Holding History

Criterion 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
2024
Q4 		$42.1K Hold
1,504
– – 0.03% 148
2024
Q3 		$42.1K Hold
1,504
– – 0.03% 148
2024
Q2 		$42.1K Sell
1,504
-26
-2% -$716 0.03% 148
2024
Q1 		$42.5K Sell
1,530
-2,136
-58% -$59.3K 0.03% 144
2023
Q4 		$106K Buy
+3,666
New +$111K 0.08% 94

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Criterion Capital Advisors's PFE Position: Q4 2024 in Review

Criterion Capital Advisors held its Pfizer (PFE) position steady in Q4 2024 at 1,504 shares worth $42.1K. The position accounts for 0.03% of the portfolio, ranked #148.

Criterion Capital Advisors first reported a position in PFE in Q4 2023 and has held it in 5 quarters since. The position peaked at $106K in Q4 2023. 2,995 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

  • Criterion Capital Advisors held 1,504 shares of Pfizer worth $42.1K as of Q4 2024.
  • Criterion Capital Advisors left its Pfizer share count unchanged in Q4 2024.
  • Pfizer made up 0.03% of Criterion Capital Advisors's portfolio in Q4 2024, its #148 holding.
  • Criterion Capital Advisors first reported a position in Pfizer in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's Pfizer position peaked at $106K in Q4 2023.
  • 2,995 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.