Petredis Investment Advisors’s Pfizer PFE Stock Holding History

Petredis Investment 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	-80,111	Closed	-$2.32M	–	103
2024 Q3	$2.32M	Buy	80,111 +319	+0.4%	+$9.31K	0.25%	76
2024 Q2	$2.23M	Sell	79,792 -102	-0.1%	-$2.81K	0.25%	74
2024 Q1	$2.22M	Buy	79,894 +2,651	+3%	+$73.6K	0.27%	76
2023 Q4	$2.22M	Buy	77,243 +4,327	+6%	+$131K	0.29%	71
2023 Q3	$2.42M	Buy	72,916 +116	+0.2%	+$4.1K	0.34%	66
2023 Q2	$2.67M	Sell	72,800 -54	-0.1%	-$2.1K	0.37%	60
2023 Q1	$2.97M	Buy	72,854 +1,298	+2%	+$56.1K	0.46%	58
2022 Q4	$3.67M	Buy	+71,556	New	+$3.43M	0.67%	47

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

Petredis Investment Advisors's PFE Position: Q4 2024 in Review

Petredis Investment Advisors sold out of Pfizer (PFE) in Q4 2024, closing a stake of 80,111 shares — an estimated $2.32M sold.

Petredis Investment Advisors first reported a position in PFE in Q4 2022 and held it in 8 quarters. The position peaked at $3.67M in Q4 2022. 2,996 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

Petredis Investment Advisors reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
Petredis Investment Advisors sold 80,111 Pfizer shares in Q4 2024, an estimated $2.32M.
Petredis Investment Advisors first reported a position in Pfizer in Q4 2022 and held it in 8 quarters.
Petredis Investment Advisors's Pfizer position peaked at $3.67M in Q4 2022.
2,996 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Petredis Investment Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.