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Reilly Financial Advisors’s Pfizer PFE Stock Holding History

Reilly 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
2016
Q2 		– Sell
-30,257
Closed -$851K – 932
2016
Q1 		$851K Buy
30,257
+375
+1% +$10.7K 0.15% 84
2015
Q4 		$915K Buy
+29,882
New +$940K 0.16% 78

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Reilly Financial Advisors increased its Pfizer (PFE) stake by 3% in Q4 2021, buying an estimated $40.7K and bringing the position to 28,020 shares worth $1.66M. The position accounts for 0.12% of the portfolio, ranked #108.

Reilly Financial Advisors first reported a position in PFE in Q2 2013 and has held it in 33 quarters since. The position peaked at $13.3M in Q3 2018. 3,263 funds tracked by Wall St. Rank hold PFE as of Q4 2021.

  • Reilly Financial Advisors held 28,020 shares of Pfizer worth $1.66M as of Q4 2021.
  • Reilly Financial Advisors bought 822 Pfizer shares in Q4 2021, an estimated $40.7K.
  • Pfizer made up 0.12% of Reilly Financial Advisors's portfolio in Q4 2021, its #108 holding.
  • Reilly Financial Advisors first reported a position in Pfizer in Q2 2013 and has held it in 33 quarters since.
  • Reilly Financial Advisors's Pfizer position peaked at $13.3M in Q3 2018.
  • 3,263 funds tracked by Wall St. Rank held Pfizer as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.