CSat Investment Advisory’s Pfizer PFE Stock Holding History

CSat Investment Advisory’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 Q1	$4K	Buy	121 +53	+78%	+$1.88K	﹤0.01%	503
2020 Q4	$3K	Sell	68 -18,497	-100%	-$678K	﹤0.01%	507
2020 Q3	$646K	Sell	18,565 -13,350	-42%	-$468K	0.06%	160
2020 Q2	$990K	Sell	31,915 -5,315	-14%	-$181K	0.12%	88
2020 Q1	$1.15M	Buy	37,230 +11,848	+47%	+$404K	0.24%	53
2019 Q4	$943K	Buy	25,382 +6,292	+33%	+$224K	0.25%	79
2019 Q3	$650K	Buy	19,090 +10,045	+111%	+$365K	0.2%	88
2019 Q2	$372K	Buy	9,045 +9,017	+32,204%	+$358K	0.13%	121
2019 Q1	$1K	Buy	28 +4	+17%	+$160	﹤0.01%	547
2018 Q4	$1K	Buy	24 +3	+14%	+$125	﹤0.01%	544
2018 Q3	$1K	Sell	21 -2	-9%	-$77	﹤0.01%	545
2018 Q2	$1K	Buy	+23	New	+$786	﹤0.01%	550

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

CSat Investment Advisory's PFE Position: Q1 2021 in Review

CSat Investment Advisory increased its Pfizer (PFE) stake by 78% in Q1 2021, buying an estimated $1.88K and bringing the position to 121 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

CSat Investment Advisory first reported a position in PFE in Q2 2018 and has held it in 12 quarters since. The position peaked at $1.15M in Q1 2020. 2,676 funds tracked by Wall St. Rank hold PFE as of Q1 2021.

CSat Investment Advisory held 121 shares of Pfizer worth $4K as of Q1 2021.
CSat Investment Advisory bought 53 Pfizer shares in Q1 2021, an estimated $1.88K.
Pfizer made up ﹤0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #503 holding.
CSat Investment Advisory first reported a position in Pfizer in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Pfizer position peaked at $1.15M in Q1 2020.
2,676 funds tracked by Wall St. Rank held Pfizer as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.