KFAA
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Klaas Financial Asset Advisors’s Pfizer PFE Stock Holding History

Klaas Financial Asset 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
Q3 		– Sell
-615
Closed -$24K – 85
2021
Q2 		$24K Buy
615
+6
+1% +$233 0.01% 63
2021
Q1 		$22K Buy
609
+7
+1% +$249 0.01% 55
2020
Q4 		$22K Buy
+602
New +$22.1K 0.01% 55

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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Klaas Financial Asset Advisors's PFE Position: Q3 2021 in Review

Klaas Financial Asset Advisors sold out of Pfizer (PFE) in Q3 2021, closing a stake of 615 shares — an estimated $24K sold.

Klaas Financial Asset Advisors first reported a position in PFE in Q4 2020 and held it in 3 quarters. The position peaked at $24K in Q2 2021. 2,804 funds tracked by Wall St. Rank hold PFE as of Q3 2021.

  • Klaas Financial Asset Advisors reported no remaining Pfizer position as of Q3 2021 after selling out during the quarter.
  • Klaas Financial Asset Advisors sold 615 Pfizer shares in Q3 2021, an estimated $24K.
  • Klaas Financial Asset Advisors first reported a position in Pfizer in Q4 2020 and held it in 3 quarters.
  • Klaas Financial Asset Advisors's Pfizer position peaked at $24K in Q2 2021.
  • 2,804 funds tracked by Wall St. Rank held Pfizer as of Q3 2021.

Based on Klaas Financial Asset Advisors's 13F filing for Q3 2021, filed 5 Nov 2021.