Beacon Capital Management Inc (Ohio)’s Pfizer PFE Stock Holding History

Beacon Capital Management Inc (Ohio)’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 Q2	–	Sell	-94	Closed	-$3.83K	–	78
2023 Q1	$3.83K	Buy	+94	New	+$4.06K	﹤0.01%	74
2022 Q4	–	Sell	-60	Closed	-$3K	–	113
2022 Q3	$3K	Buy	+60	New	+$2.92K	﹤0.01%	64
2020 Q4	–	Sell	-48	Closed	-$2K	–	92
2020 Q3	$2K	Buy	+48	New	+$1.68K	﹤0.01%	81
2020 Q2	–	Sell	-52	Closed	-$2K	–	94
2020 Q1	$2K	Buy	+52	New	+$1.77K	﹤0.01%	72
2018 Q1	–	Sell	-26	Closed	-$1K	–	106
2017 Q4	$1K	Buy	+26	New	+$887	﹤0.01%	86
2017 Q2	–	Sell	-3	Closed	–	–	173
2017 Q1	$0	Buy	+3	New	+$95	﹤0.01%	175
2016 Q1	–	Sell	-157	Closed	-$5K	–	301
2015 Q4	$5K	Buy	157 +6	+4%	+$189	﹤0.01%	168
2015 Q3	$4K	Sell	151 -2	-1%	-$64	﹤0.01%	181
2015 Q2	$5K	Sell	153 -424	-73%	-$13.8K	﹤0.01%	187
2015 Q1	$19K	Buy	577 +566	+5,145%	+$18K	﹤0.01%	111
2014 Q4	$0	Hold	11	–	–	﹤0.01%	220
2014 Q3	$0	Hold	11	–	–	﹤0.01%	222
2014 Q2	$0	Sell	11 -17	-61%	-$485	﹤0.01%	265
2014 Q1	$1K	Buy	28 +17	+155%	+$507	﹤0.01%	226
2013 Q4	$0	Buy	+11	New	+$320	﹤0.01%	214

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

Beacon Capital Management Inc (Ohio)'s PFE Position: Q2 2023 in Review

Beacon Capital Management Inc (Ohio) sold out of Pfizer (PFE) in Q2 2023, closing a stake of 94 shares — an estimated $3.83K sold.

Beacon Capital Management Inc (Ohio) first reported a position in PFE in Q4 2013 and held it in 15 quarters. The position peaked at $19K in Q1 2015. 3,041 funds tracked by Wall St. Rank hold PFE as of Q2 2023.

Beacon Capital Management Inc (Ohio) reported no remaining Pfizer position as of Q2 2023 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 94 Pfizer shares in Q2 2023, an estimated $3.83K.
Beacon Capital Management Inc (Ohio) first reported a position in Pfizer in Q4 2013 and held it in 15 quarters.
Beacon Capital Management Inc (Ohio)'s Pfizer position peaked at $19K in Q1 2015.
3,041 funds tracked by Wall St. Rank held Pfizer as of Q2 2023.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2023, filed 13 Jul 2023.