Client First Capital’s Pfizer PFE Stock Holding History

Client First Capital’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	-4,332	Closed	-$222K	–	25
2022 Q4	$222K	Sell	4,332 -300	-6%	-$14.4K	0.17%	21
2022 Q3	$203K	Hold	4,632	–	–	0.15%	21
2022 Q2	$243K	Hold	4,632	–	–	0.19%	21
2022 Q1	$240K	Hold	4,632	–	–	0.16%	23
2021 Q4	$274K	Buy	+4,632	New	+$229K	0.19%	26

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Client First Capital's PFE Position: Q1 2023 in Review

Client First Capital sold out of Pfizer (PFE) in Q1 2023, closing a stake of 4,332 shares — an estimated $222K sold.

Client First Capital first reported a position in PFE in Q4 2021 and held it in 5 quarters. The position peaked at $274K in Q4 2021. 3,102 funds tracked by Wall St. Rank hold PFE as of Q1 2023.

Client First Capital reported no remaining Pfizer position as of Q1 2023 after selling out during the quarter.
Client First Capital sold 4,332 Pfizer shares in Q1 2023, an estimated $222K.
Client First Capital first reported a position in Pfizer in Q4 2021 and held it in 5 quarters.
Client First Capital's Pfizer position peaked at $274K in Q4 2021.
3,102 funds tracked by Wall St. Rank held Pfizer as of Q1 2023.

Based on Client First Capital's 13F filing for Q1 2023, filed 13 Apr 2023.