Novak Financial Planning’s Pfizer PFE Stock Holding History

Novak Financial Planning’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 Q2	$507K	Buy	12,939 +6	+0%	+$233	0.25%	85
2021 Q1	$469K	Buy	12,933 +286	+2%	+$10.2K	0.26%	84
2020 Q4	$466K	Buy	+12,647	New	+$464K	0.27%	82

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Novak Financial Planning's PFE Position: Q2 2021 in Review

Novak Financial Planning increased its Pfizer (PFE) stake by 0.05% in Q2 2021, buying an estimated $233 and bringing the position to 12,939 shares worth $507K. The position accounts for 0.25% of the portfolio, ranked #85.

Novak Financial Planning first reported a position in PFE in Q4 2020 and has held it in 3 quarters since. 2,732 funds tracked by Wall St. Rank hold PFE as of Q2 2021.

Novak Financial Planning held 12,939 shares of Pfizer worth $507K as of Q2 2021.
Novak Financial Planning bought 6 Pfizer shares in Q2 2021, an estimated $233.
Pfizer made up 0.25% of Novak Financial Planning's portfolio in Q2 2021, its #85 holding.
Novak Financial Planning first reported a position in Pfizer in Q4 2020 and has held it in 3 quarters since.
2,732 funds tracked by Wall St. Rank held Pfizer as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.