New World Advisors’s Pfizer PFE Stock Holding History

New World 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	–	Sell	-3,959	Closed	-$234K	–	70
2021 Q4	$234K	Sell	3,959 -2,800	-41%	-$139K	0.11%	66
2021 Q3	$292K	Sell	6,759 -14,386	-68%	-$637K	0.13%	55
2021 Q2	$828K	Buy	+21,145	New	+$822K	0.56%	41
2019 Q2	–	Sell	-1,063	Closed	-$43K	–	92
2019 Q1	$43K	Buy	+1,063	New	+$42.6K	0.03%	59

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

New World Advisors's PFE Position: Q1 2022 in Review

New World Advisors sold out of Pfizer (PFE) in Q1 2022, closing a stake of 3,959 shares — an estimated $234K sold.

New World Advisors first reported a position in PFE in Q1 2019 and held it in 4 quarters. The position peaked at $828K in Q2 2021. 3,195 funds tracked by Wall St. Rank hold PFE as of Q1 2022.

New World Advisors reported no remaining Pfizer position as of Q1 2022 after selling out during the quarter.
New World Advisors sold 3,959 Pfizer shares in Q1 2022, an estimated $234K.
New World Advisors first reported a position in Pfizer in Q1 2019 and held it in 4 quarters.
New World Advisors's Pfizer position peaked at $828K in Q2 2021.
3,195 funds tracked by Wall St. Rank held Pfizer as of Q1 2022.

Based on New World Advisors's 13F filing for Q1 2022, filed 11 May 2022.