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Finivi Inc’s Pfizer PFE Stock Holding History

Finivi Inc’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 		$249K Buy
+5,082
New +$252K 0.26% 68

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Finivi Inc's PFE Position: Q4 2021 in Review

Finivi Inc opened a new position in Pfizer (PFE) in Q4 2021: 5,082 shares worth $249K. The stake represents 0.26% of the portfolio and ranks #68 among its holdings.

3,262 funds tracked by Wall St. Rank hold PFE as of Q4 2021.

  • Finivi Inc held 5,082 shares of Pfizer worth $249K as of Q4 2021.
  • Pfizer was a new Finivi Inc position in Q4 2021.
  • Pfizer made up 0.26% of Finivi Inc's portfolio in Q4 2021, its #68 holding.
  • 3,262 funds tracked by Wall St. Rank held Pfizer as of Q4 2021.

Based on Finivi Inc's 13F filing for Q4 2021, filed 19 Dec 2025.