IndexIQ Advisors’s Pfizer PFE Stock Holding History

IndexIQ 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
2022 Q1	$8.41M	Buy	+162,575	New	+$8.44M	0.3%	71
2019 Q1	–	Sell	-207,993	Closed	-$8.61M	–	655
2018 Q4	$8.61M	Buy	207,993 +75,528	+57%	+$3.14M	0.24%	64
2018 Q3	$5.54M	Sell	132,465 -63,342	-32%	-$2.44M	0.18%	81
2018 Q2	$6.74M	Buy	195,807 +65,114	+50%	+$2.23M	0.21%	90
2018 Q1	$4.4M	Buy	+130,693	New	+$4.49M	0.14%	119

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

IndexIQ Advisors's PFE Position: Q1 2022 in Review

IndexIQ Advisors opened a new position in Pfizer (PFE) in Q1 2022: 162,575 shares worth $8.41M. The stake represents 0.3% of the portfolio and ranks #71 among its holdings. This is a return to the name: IndexIQ Advisors previously reported a position in PFE as recently as Q4 2018.

IndexIQ Advisors first reported a position in PFE in Q1 2018 and has held it in 5 quarters since. The position peaked at $8.61M in Q4 2018. 3,195 funds tracked by Wall St. Rank hold PFE as of Q1 2022.

IndexIQ Advisors held 162,575 shares of Pfizer worth $8.41M as of Q1 2022.
Pfizer was a new IndexIQ Advisors position in Q1 2022.
Pfizer made up 0.3% of IndexIQ Advisors's portfolio in Q1 2022, its #71 holding.
IndexIQ Advisors first reported a position in Pfizer in Q1 2018 and has held it in 5 quarters since.
IndexIQ Advisors's Pfizer position peaked at $8.61M in Q4 2018.
3,195 funds tracked by Wall St. Rank held Pfizer as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.