Your Advocates Ltd’s Pfizer PFE Stock Holding History

Your Advocates Ltd’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	-100	Closed	-$2.89K	–	228
2024 Q3	$2.89K	Buy	+100	New	+$2.92K	﹤0.01%	171
2024 Q2	–	Sell	-506	Closed	-$14.1K	–	254
2024 Q1	$14.1K	Buy	+506	New	+$14K	0.01%	97
2022 Q1	–	Sell	-75	Closed	-$4K	–	228
2021 Q4	$4K	Sell	75 -25	-25%	-$1.24K	﹤0.01%	132
2021 Q3	$4K	Buy	+100	New	+$4.43K	﹤0.01%	138
2020 Q4	–	Sell	-323	Closed	-$11K	–	153
2020 Q3	$11K	Hold	323	–	–	0.01%	74
2020 Q2	$11K	Buy	+323	New	+$11K	0.01%	76

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

Your Advocates Ltd's PFE Position: Q4 2024 in Review

Your Advocates Ltd sold out of Pfizer (PFE) in Q4 2024, closing a stake of 100 shares — an estimated $2.89K sold.

Your Advocates Ltd first reported a position in PFE in Q2 2020 and held it in 6 quarters. The position peaked at $14.1K in Q1 2024. 2,995 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

Your Advocates Ltd reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
Your Advocates Ltd sold 100 Pfizer shares in Q4 2024, an estimated $2.89K.
Your Advocates Ltd first reported a position in Pfizer in Q2 2020 and held it in 6 quarters.
Your Advocates Ltd's Pfizer position peaked at $14.1K in Q1 2024.
2,995 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Your Advocates Ltd's 13F filing for Q4 2024, filed 4 Feb 2025.