Paradigm Financial Advisors’s Pfizer PFE Stock Holding History

Paradigm 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
2021 Q4	$466K	Buy	7,892 +5	+0.1%	+$248	0.1%	121
2021 Q3	$339K	Buy	7,887 +2,229	+39%	+$98.7K	0.08%	149
2021 Q2	$222K	Buy	5,658 +5	+0.1%	+$194	0.05%	193
2021 Q1	$205K	Buy	5,653 +210	+4%	+$7.46K	0.05%	184
2020 Q4	$200K	Buy	+5,443	New	+$200K	0.05%	154
2020 Q1	–	Sell	-5,683	Closed	-$211K	–	136
2019 Q4	$211K	Buy	+5,683	New	+$202K	0.07%	119
2019 Q3	–	Sell	-5,671	Closed	-$233K	–	134
2019 Q2	$233K	Sell	5,671 -574	-9%	-$22.8K	0.09%	113
2019 Q1	$252K	Buy	6,245 +5	+0.1%	+$200	0.1%	101
2018 Q4	$258K	Buy	6,240 +5	+0.1%	+$208	0.12%	100
2018 Q3	$260K	Sell	6,235 -417	-6%	-$16.1K	0.1%	107
2018 Q2	$228K	Buy	6,652 +7	+0.1%	+$239	0.1%	102
2018 Q1	$223K	Buy	6,645 +5	+0.1%	+$172	0.1%	106
2017 Q4	$228K	Sell	6,640 -1,287	-16%	-$43.9K	0.1%	99
2017 Q3	$268K	Buy	7,927 +5	+0.1%	+$161	0.13%	88
2017 Q2	$252K	Buy	7,922 +6	+0.1%	+$189	0.13%	90
2017 Q1	$256K	Buy	7,916 +481	+6%	+$15.2K	0.13%	90
2016 Q4	$229K	Buy	+7,435	New	+$227K	0.13%	92
2016 Q3	–	Sell	-6,149	Closed	-$205K	–	93
2016 Q2	$205K	Buy	+6,149	New	+$196K	0.12%	86
2015 Q4	–	Sell	-8,329	Closed	-$248K	–	88
2015 Q3	$248K	Buy	+8,329	New	+$267K	0.16%	82
2014 Q2	–	Sell	-8,789	Closed	-$268K	–	177
2014 Q1	$268K	Sell	8,789 -3,440	-28%	-$103K	0.25%	67
2013 Q4	$355K	Buy	+12,229	New	+$356K	0.35%	60

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

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

Paradigm Financial Advisors's PFE Position: Q4 2021 in Review

Paradigm Financial Advisors increased its Pfizer (PFE) stake by 0.06% in Q4 2021, buying an estimated $248 and bringing the position to 7,892 shares worth $466K. The position accounts for 0.1% of the portfolio, ranked #121.

Paradigm Financial Advisors first reported a position in PFE in Q4 2013 and has held it in 21 quarters since. 3,262 funds tracked by Wall St. Rank hold PFE as of Q4 2021.

Paradigm Financial Advisors held 7,892 shares of Pfizer worth $466K as of Q4 2021.
Paradigm Financial Advisors bought 5 Pfizer shares in Q4 2021, an estimated $248.
Pfizer made up 0.1% of Paradigm Financial Advisors's portfolio in Q4 2021, its #121 holding.
Paradigm Financial Advisors first reported a position in Pfizer in Q4 2013 and has held it in 21 quarters since.
3,262 funds tracked by Wall St. Rank held Pfizer as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.