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Capital Directions Investment Advisors’s Pfizer PFE Stock Holding History

Capital Directions Investment 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
2022
Q4 		$35.6K Buy
+694
New +$33.3K 0.01% 140
2022
Q3 		– Sell
-20
Closed -$1K – 237
2022
Q2 		$1K Sell
20
-820
-98% -$41.8K ﹤0.01% 245
2022
Q1 		$43K Buy
+840
New +$43.6K 0.01% 156
2021
Q4 		– Sell
-1,202
Closed -$52K – 170
2021
Q3 		$52K Buy
1,202
+907
+307% +$40.2K 0.02% 137
2021
Q2 		$12K Buy
+295
New +$11.5K ﹤0.01% 204
2020
Q2 		– Sell
-285
Closed -$9K – 234
2020
Q1 		$9K Sell
285
-263
-48% -$8.96K ﹤0.01% 207
2019
Q4 		$20K Hold
548
– – 0.01% 190
2019
Q3 		$19K Buy
+548
New +$19.9K 0.01% 188
2018
Q3 		– Sell
-527
Closed -$18K – 210
2018
Q2 		$18K Buy
+527
New +$18K 0.01% 111

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Directions Investment Advisors's PFE Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Pfizer (PFE) in Q4 2022: 694 shares worth $35.6K. The stake represents 0.01% of the portfolio and ranks #140 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in PFE as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in PFE in Q2 2018 and has held it in 9 quarters since. The position peaked at $52K in Q3 2021. 3,266 funds tracked by Wall St. Rank hold PFE as of Q4 2022.

  • Capital Directions Investment Advisors held 694 shares of Pfizer worth $35.6K as of Q4 2022.
  • Pfizer was a new Capital Directions Investment Advisors position in Q4 2022.
  • Pfizer made up 0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #140 holding.
  • Capital Directions Investment Advisors first reported a position in Pfizer in Q2 2018 and has held it in 9 quarters since.
  • Capital Directions Investment Advisors's Pfizer position peaked at $52K in Q3 2021.
  • 3,266 funds tracked by Wall St. Rank held Pfizer as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.