Column Capital Advisors’s Pfizer PFE Stock Holding History

Column Capital 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
2023 Q3	$252K	Buy	18,641 +16	+0.1%	+$566	0.04%	127
2023 Q2	$277K	Sell	18,625 -887	-5%	-$34.5K	0.04%	114
2023 Q1	$343K	Buy	19,512 +881	+5%	+$38.1K	0.05%	95
2022 Q4	$383K	Buy	18,631 +12,768	+218%	+$612K	0.06%	81
2022 Q3	$257K	Buy	5,863 +11	+0.2%	+$535	0.05%	93
2022 Q2	$307K	Buy	5,852 +423	+8%	+$21.6K	0.06%	79
2022 Q1	$281K	Buy	5,429 +811	+18%	+$42.1K	0.05%	106
2021 Q4	$273K	Buy	4,618 +910	+25%	+$45.1K	0.05%	102
2021 Q3	$160K	Buy	3,708 +10	+0.3%	+$443	0.03%	144
2021 Q2	$145K	Buy	3,698 +1,262	+52%	+$49.1K	0.03%	149
2021 Q1	$88K	Hold	2,436	–	–	0.02%	193
2020 Q4	$90K	Sell	2,436 -132	-5%	-$4.84K	0.02%	186
2020 Q3	$89K	Hold	2,568	–	–	0.03%	165
2020 Q2	$79K	Sell	2,568 -3,162	-55%	-$107K	0.03%	182
2020 Q1	$177K	Sell	5,730 -788	-12%	-$26.9K	0.07%	79
2019 Q4	$242K	Buy	+6,518	New	+$232K	0.12%	74

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Column Capital Advisors's PFE Position: Q3 2023 in Review

Column Capital Advisors increased its Pfizer (PFE) stake by 0.09% in Q3 2023, buying an estimated $566 and bringing the position to 18,641 shares worth $252K. The position accounts for 0.04% of the portfolio, ranked #127.

Column Capital Advisors first reported a position in PFE in Q4 2019 and has held it in 16 quarters since. The position peaked at $383K in Q4 2022. 2,928 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

Column Capital Advisors held 18,641 shares of Pfizer worth $252K as of Q3 2023.
Column Capital Advisors bought 16 Pfizer shares in Q3 2023, an estimated $566.
Pfizer made up 0.04% of Column Capital Advisors's portfolio in Q3 2023, its #127 holding.
Column Capital Advisors first reported a position in Pfizer in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's Pfizer position peaked at $383K in Q4 2022.
2,928 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.