Northwest Financial Advisors’s Pfizer PFE Stock Holding History

Northwest 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
2024 Q4	–	Sell	-5,995	Closed	-$173K	–	405
2024 Q3	$173K	Buy	+5,995	New	+$175K	0.14%	114
2024 Q1	–	Sell	-7,133	Closed	-$205K	–	386
2023 Q4	$205K	Buy	+7,133	New	+$216K	0.17%	87

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

Northwest Financial Advisors's PFE Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Pfizer (PFE) in Q4 2024, closing a stake of 5,995 shares — an estimated $173K sold.

Northwest Financial Advisors first reported a position in PFE in Q4 2023 and held it in 2 quarters. The position peaked at $205K in Q4 2023. 2,996 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

Northwest Financial Advisors reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
Northwest Financial Advisors sold 5,995 Pfizer shares in Q4 2024, an estimated $173K.
Northwest Financial Advisors first reported a position in Pfizer in Q4 2023 and held it in 2 quarters.
Northwest Financial Advisors's Pfizer position peaked at $205K in Q4 2023.
2,996 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.