Independence Advisors’s Pfizer PFE Stock Holding History

Independence 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
2020 Q3	$1.52M	Hold	43,608	–	–	0.33%	29
2020 Q2	$1.35M	Sell	43,608 -68	-0.2%	-$2.31K	0.31%	31
2020 Q1	$1.35M	Buy	43,676 +130	+0.3%	+$4.43K	0.37%	30
2019 Q4	$1.62M	Sell	43,546 -389	-0.9%	-$13.9K	0.39%	31
2019 Q3	$1.5M	Sell	43,935 -225	-0.5%	-$8.18K	0.36%	29
2019 Q2	$1.81M	Buy	44,160 +1,102	+3%	+$43.8K	0.47%	26
2019 Q1	$1.74M	Hold	43,058	–	–	0.49%	25
2018 Q4	$1.78M	Sell	43,058 -1,098	-2%	-$45.6K	0.59%	24
2018 Q3	$1.85M	Buy	44,156 +390	+0.9%	+$15K	0.55%	23
2018 Q2	$1.51M	Sell	43,766 -173	-0.4%	-$5.91K	0.48%	26
2018 Q1	$1.48M	Sell	43,939 -1,054	-2%	-$36.2K	0.49%	26
2017 Q4	$1.55M	Sell	44,993 -395	-0.9%	-$13.5K	0.52%	23
2017 Q3	$1.54M	Sell	45,388 -6,358	-12%	-$204K	0.61%	22
2017 Q2	$1.65M	Sell	51,746 -106	-0.2%	-$3.34K	0.66%	23
2017 Q1	$1.68M	Sell	51,852 -27,152	-34%	-$856K	0.71%	21
2016 Q4	$2.44M	Buy	79,004 +125	+0.2%	+$3.82K	1.07%	19
2016 Q3	$2.54M	Buy	78,879 +4,270	+6%	+$143K	1.19%	15
2016 Q2	$2.49M	Buy	+74,609	New	+$2.38M	1.31%	15

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Norges Bank Oslo, Norway $935B AUM

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

Independence Advisors's PFE Position: Q3 2020 in Review

Independence Advisors held its Pfizer (PFE) position steady in Q3 2020 at 43,608 shares worth $1.52M. The position accounts for 0.33% of the portfolio, ranked #29.

Independence Advisors first reported a position in PFE in Q2 2016 and has held it in 18 quarters since. The position peaked at $2.54M in Q3 2016. 2,508 funds tracked by Wall St. Rank hold PFE as of Q3 2020.

Independence Advisors held 43,608 shares of Pfizer worth $1.52M as of Q3 2020.
Independence Advisors left its Pfizer share count unchanged in Q3 2020.
Pfizer made up 0.33% of Independence Advisors's portfolio in Q3 2020, its #29 holding.
Independence Advisors first reported a position in Pfizer in Q2 2016 and has held it in 18 quarters since.
Independence Advisors's Pfizer position peaked at $2.54M in Q3 2016.
2,508 funds tracked by Wall St. Rank held Pfizer as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.