Johanson Financial Advisors’s Pfizer PFE Stock Holding History

Johanson Financial 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
2021 Q4	$505K	Buy	8,550 +2,152	+34%	+$107K	0.15%	86
2021 Q3	$275K	Buy	6,398 +202	+3%	+$8.95K	0.09%	101
2021 Q2	$248K	Buy	6,196 +61	+1%	+$2.37K	0.08%	105
2021 Q1	$228K	Buy	6,135 +345	+6%	+$12.2K	0.08%	105
2020 Q4	$213K	Buy	+5,790	New	+$212K	0.09%	104
2020 Q1	–	Sell	-228,571	Closed	-$5.54M	–	200
2019 Q4	$5.54M	Buy	+228,571	New	+$8.14M	0.26%	60
2019 Q3	–	Sell	-6,276	Closed	-$258K	–	100
2019 Q2	$258K	Buy	6,276 +420	+7%	+$16.7K	0.14%	87
2019 Q1	$236K	Buy	+5,856	New	+$235K	0.13%	91

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Johanson Financial Advisors's PFE Position: Q4 2021 in Review

Johanson Financial Advisors increased its Pfizer (PFE) stake by 34% in Q4 2021, buying an estimated $107K and bringing the position to 8,550 shares worth $505K. The position accounts for 0.15% of the portfolio, ranked #86.

Johanson Financial Advisors first reported a position in PFE in Q1 2019 and has held it in 8 quarters since. The position peaked at $5.54M in Q4 2019. 3,262 funds tracked by Wall St. Rank hold PFE as of Q4 2021.

Johanson Financial Advisors held 8,550 shares of Pfizer worth $505K as of Q4 2021.
Johanson Financial Advisors bought 2,152 Pfizer shares in Q4 2021, an estimated $107K.
Pfizer made up 0.15% of Johanson Financial Advisors's portfolio in Q4 2021, its #86 holding.
Johanson Financial Advisors first reported a position in Pfizer in Q1 2019 and has held it in 8 quarters since.
Johanson Financial Advisors's Pfizer position peaked at $5.54M in Q4 2019.
3,262 funds tracked by Wall St. Rank held Pfizer as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.