Triad Financial Advisors’s Pfizer PFE Stock Holding History

Triad 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
2023 Q3	$235K	Sell	7,087 -21	-0.3%	-$743	0.08%	90
2023 Q2	$261K	Buy	7,108 +13	+0.2%	+$506	0.11%	79
2023 Q1	$289K	Sell	7,095 -121	-2%	-$5.23K	0.13%	78
2022 Q4	$370K	Buy	7,216 +46	+0.6%	+$2.21K	0.16%	69
2022 Q3	$314K	Sell	7,170 -61	-0.8%	-$2.96K	0.17%	70
2022 Q2	$379K	Sell	7,231 -417	-5%	-$21.3K	0.21%	59
2022 Q1	$396K	Sell	7,648 -909	-11%	-$47.2K	0.21%	64
2021 Q4	$505K	Buy	+8,557	New	+$424K	0.3%	53

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Triad Financial Advisors's PFE Position: Q3 2023 in Review

Triad Financial Advisors reduced its Pfizer (PFE) stake by 0.3% in Q3 2023, selling an estimated $743 and leaving 7,087 shares worth $235K. The position accounts for 0.08% of the portfolio, ranked #90.

Triad Financial Advisors first reported a position in PFE in Q4 2021 and has held it in 8 quarters since. The position peaked at $505K in Q4 2021. 2,925 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

Triad Financial Advisors held 7,087 shares of Pfizer worth $235K as of Q3 2023.
Triad Financial Advisors sold 21 Pfizer shares in Q3 2023, an estimated $743.
Pfizer made up 0.08% of Triad Financial Advisors's portfolio in Q3 2023, its #90 holding.
Triad Financial Advisors first reported a position in Pfizer in Q4 2021 and has held it in 8 quarters since.
Triad Financial Advisors's Pfizer position peaked at $505K in Q4 2021.
2,925 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.