Independent Family Office’s Pfizer PFE Stock Holding History

Independent Family Office’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
2022 Q1	–	Sell	-3,993	Closed	-$236K	–	72
2021 Q4	$236K	Sell	3,993 -2,660	-40%	-$132K	0.09%	51
2021 Q3	$286K	Sell	6,653 -428	-6%	-$19K	0.12%	40
2021 Q2	$277K	Hold	7,081	–	–	0.11%	48
2021 Q1	$257K	Sell	7,081 -4	-0.1%	-$142	0.1%	56
2020 Q4	$261K	Buy	+7,085	New	+$260K	0.11%	53

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Independent Family Office's PFE Position: Q1 2022 in Review

Independent Family Office sold out of Pfizer (PFE) in Q1 2022, closing a stake of 3,993 shares — an estimated $236K sold.

Independent Family Office first reported a position in PFE in Q4 2020 and held it in 5 quarters. The position peaked at $286K in Q3 2021. 3,195 funds tracked by Wall St. Rank hold PFE as of Q1 2022.

Independent Family Office reported no remaining Pfizer position as of Q1 2022 after selling out during the quarter.
Independent Family Office sold 3,993 Pfizer shares in Q1 2022, an estimated $236K.
Independent Family Office first reported a position in Pfizer in Q4 2020 and held it in 5 quarters.
Independent Family Office's Pfizer position peaked at $286K in Q3 2021.
3,195 funds tracked by Wall St. Rank held Pfizer as of Q1 2022.

Based on Independent Family Office's 13F filing for Q1 2022, filed 16 May 2022.