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Capstone Wealth Management Group (Pennsylvania)’s Pfizer PFE Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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
-6,108
Closed -$313K – 60
2022
Q4 		$313K Buy
6,108
+96
+2% +$4.6K 0.34% 48
2022
Q3 		$263K Buy
6,012
+51
+0.9% +$2.48K 0.34% 50
2022
Q2 		$313K Buy
5,961
+45
+0.8% +$2.29K 0.38% 47
2022
Q1 		$306K Buy
5,916
+64
+1% +$3.32K 0.31% 53
2021
Q4 		$346K Buy
+5,852
New +$290K 0.28% 57

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

Capstone Wealth Management Group (Pennsylvania)'s PFE Position: Q1 2023 in Review

Capstone Wealth Management Group (Pennsylvania) sold out of Pfizer (PFE) in Q1 2023, closing a stake of 6,108 shares — an estimated $313K sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in PFE in Q4 2021 and held it in 5 quarters. The position peaked at $346K in Q4 2021. 3,102 funds tracked by Wall St. Rank hold PFE as of Q1 2023.

  • Capstone Wealth Management Group (Pennsylvania) reported no remaining Pfizer position as of Q1 2023 after selling out during the quarter.
  • Capstone Wealth Management Group (Pennsylvania) sold 6,108 Pfizer shares in Q1 2023, an estimated $313K.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in Pfizer in Q4 2021 and held it in 5 quarters.
  • Capstone Wealth Management Group (Pennsylvania)'s Pfizer position peaked at $346K in Q4 2021.
  • 3,102 funds tracked by Wall St. Rank held Pfizer as of Q1 2023.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2023, filed 13 Apr 2023.