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ACT Advisors’s Pfizer PFE Stock Holding History

ACT 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
Q1 		– Sell
-10,816
Closed -$554K – 34
2022
Q4 		$554K Buy
10,816
+80
+0.7% +$3.83K 0.35% 21
2022
Q3 		$470K Sell
10,736
-116
-1% -$5.64K 0.33% 19
2022
Q2 		$569K Sell
10,852
-62
-0.6% -$3.16K 0.42% 17
2022
Q1 		$565K Sell
10,914
-95
-0.9% -$4.93K 0.36% 16
2021
Q4 		$650K Buy
11,009
+261
+2% +$12.9K 0.48% 21
2021
Q3 		$462K Hold
10,748
– – 0.36% 25
2021
Q2 		$422K Hold
10,748
– – 0.32% 25
2021
Q1 		$417K Hold
10,748
– – 0.33% 24
2020
Q4 		$396K Buy
+10,748
New +$394K 0.36% 22

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

ACT Advisors's PFE Position: Q1 2023 in Review

ACT Advisors sold out of Pfizer (PFE) in Q1 2023, closing a stake of 10,816 shares — an estimated $554K sold.

ACT Advisors first reported a position in PFE in Q4 2020 and held it in 9 quarters. The position peaked at $650K in Q4 2021. 3,102 funds tracked by Wall St. Rank hold PFE as of Q1 2023.

  • ACT Advisors reported no remaining Pfizer position as of Q1 2023 after selling out during the quarter.
  • ACT Advisors sold 10,816 Pfizer shares in Q1 2023, an estimated $554K.
  • ACT Advisors first reported a position in Pfizer in Q4 2020 and held it in 9 quarters.
  • ACT Advisors's Pfizer position peaked at $650K in Q4 2021.
  • 3,102 funds tracked by Wall St. Rank held Pfizer as of Q1 2023.

Based on ACT Advisors's 13F filing for Q1 2023, filed 26 Apr 2023.