MFA Wealth Advisors’s Pfizer PFE Stock Holding History

MFA Wealth 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
2024 Q4	–	Sell	-1,054	Closed	-$30.5K	–	297
2024 Q3	$30.5K	Hold	1,054	–	–	0.01%	221
2024 Q2	$29.5K	Buy	+1,054	New	+$29K	0.01%	231
2024 Q1	–	Sell	-7,054	Closed	-$203K	–	96
2023 Q4	$203K	Buy	+7,054	New	+$213K	0.06%	88
2020 Q3	–	Sell	-492	Closed	-$15.3K	–	162
2020 Q2	$15.3K	Buy	+492	New	+$16.7K	0.01%	137

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

MFA Wealth Advisors's PFE Position: Q4 2024 in Review

MFA Wealth Advisors sold out of Pfizer (PFE) in Q4 2024, closing a stake of 1,054 shares — an estimated $30.5K sold.

MFA Wealth Advisors first reported a position in PFE in Q2 2020 and held it in 4 quarters. The position peaked at $203K in Q4 2023. 2,995 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

MFA Wealth Advisors reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
MFA Wealth Advisors sold 1,054 Pfizer shares in Q4 2024, an estimated $30.5K.
MFA Wealth Advisors first reported a position in Pfizer in Q2 2020 and held it in 4 quarters.
MFA Wealth Advisors's Pfizer position peaked at $203K in Q4 2023.
2,995 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.