Capitol Family Office’s Pfizer PFE Stock Holding History

Capitol Family Office’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	-53,754	Closed	-$2.19M	–	16
2023 Q1	$2.19M	Sell	53,754 -1,759	-3%	-$76K	4.33%	10
2022 Q4	$2.84M	Sell	55,513 -1,617	-3%	-$77.5K	5.76%	8
2022 Q3	$2.5M	Sell	57,130 -531	-0.9%	-$25.8K	3.75%	8
2022 Q2	$3.02M	Buy	57,661 +912	+2%	+$46.5K	3.11%	8
2022 Q1	$2.94M	Buy	56,749 +18,607	+49%	+$965K	2.37%	14
2021 Q4	$2.25M	Buy	+38,142	New	+$1.89M	1.55%	17

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

Capitol Family Office's PFE Position: Q2 2023 in Review

Capitol Family Office sold out of Pfizer (PFE) in Q2 2023, closing a stake of 53,754 shares — an estimated $2.19M sold.

Capitol Family Office first reported a position in PFE in Q4 2021 and held it in 6 quarters. The position peaked at $3.02M in Q2 2022. 3,042 funds tracked by Wall St. Rank hold PFE as of Q2 2023.

Capitol Family Office reported no remaining Pfizer position as of Q2 2023 after selling out during the quarter.
Capitol Family Office sold 53,754 Pfizer shares in Q2 2023, an estimated $2.19M.
Capitol Family Office first reported a position in Pfizer in Q4 2021 and held it in 6 quarters.
Capitol Family Office's Pfizer position peaked at $3.02M in Q2 2022.
3,042 funds tracked by Wall St. Rank held Pfizer as of Q2 2023.

Based on Capitol Family Office's 13F filing for Q2 2023, filed 17 Jul 2023.