Viridian RIA’s Pfizer PFE Stock Holding History

Viridian RIA’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
2022 Q1	–	Sell	-8,331	Closed	-$432K	–	67
2021 Q4	$492K	Buy	+8,331	New	+$413K	0.1%	65
2021 Q2	–	Hold	0	–	–	–	71
2021 Q1	–	Hold	0	–	–	–	71
2019 Q4	–	Sell	-32,116	Closed	-$1.09M	–	61
2019 Q3	$1.09M	Hold	32,116	–	–	0.46%	35
2019 Q2	$1.13M	Buy	+32,116	New	+$1.28M	0.45%	36
2019 Q1	–	Sell	-32,525	Closed	-$1.33M	–	54
2018 Q4	$1.33M	Buy	32,525 +295	+0.9%	+$12.2K	0.66%	25
2018 Q3	$1.34M	Sell	32,230 -413	-1%	-$15.9K	0.59%	22
2018 Q2	$1.16M	Hold	32,643	–	–	0.57%	20
2018 Q1	$1.13M	Buy	+32,643	New	+$1.12M	0.54%	24

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Viridian RIA's PFE Position: Q1 2022 in Review

Viridian RIA sold out of Pfizer (PFE) in Q1 2022, closing a stake of 8,331 shares — an estimated $432K sold.

Viridian RIA first reported a position in PFE in Q1 2018 and held it in 7 quarters. The position peaked at $1.34M in Q3 2018. 3,196 funds tracked by Wall St. Rank hold PFE as of Q1 2022.

Viridian RIA reported no remaining Pfizer position as of Q1 2022 after selling out during the quarter.
Viridian RIA sold 8,331 Pfizer shares in Q1 2022, an estimated $432K.
Viridian RIA first reported a position in Pfizer in Q1 2018 and held it in 7 quarters.
Viridian RIA's Pfizer position peaked at $1.34M in Q3 2018.
3,196 funds tracked by Wall St. Rank held Pfizer as of Q1 2022.

Based on Viridian RIA's 13F filing for Q1 2022, filed 26 Apr 2022.