Northstar Advisory Group’s Pfizer PFE Stock Holding History

Northstar Advisory Group’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	-55,801	Closed	-$1.61M	–	112
2024 Q3	$1.61M	Buy	55,801 +47,490	+571%	+$1.39M	0.84%	40
2024 Q2	$233K	Buy	+8,311	New	+$229K	0.13%	90
2022 Q3	–	Sell	-6,559	Closed	-$344K	–	92
2022 Q2	$344K	Sell	6,559 -118	-2%	-$6.01K	0.26%	55
2022 Q1	$346K	Buy	6,677 +53	+0.8%	+$2.75K	0.22%	84
2021 Q4	$391K	Buy	+6,624	New	+$328K	0.23%	74

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

Northstar Advisory Group's PFE Position: Q4 2024 in Review

Northstar Advisory Group sold out of Pfizer (PFE) in Q4 2024, closing a stake of 55,801 shares — an estimated $1.61M sold.

Northstar Advisory Group first reported a position in PFE in Q4 2021 and held it in 5 quarters. The position peaked at $1.61M in Q3 2024. 2,995 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

Northstar Advisory Group reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
Northstar Advisory Group sold 55,801 Pfizer shares in Q4 2024, an estimated $1.61M.
Northstar Advisory Group first reported a position in Pfizer in Q4 2021 and held it in 5 quarters.
Northstar Advisory Group's Pfizer position peaked at $1.61M in Q3 2024.
2,995 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Northstar Advisory Group's 13F filing for Q4 2024, filed 13 Jan 2025.