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Coppell Advisory Solutions Corp’s Pfizer PFE Stock Holding History

Coppell Advisory Solutions Corp’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
2024
Q1 		$368K Buy
+13,275
New +$368K 0.07% 176
2023
Q1 		$388K Buy
9,602
+7,545
+367% +$326K 0.13% 138
2022
Q4 		$105K Buy
+2,057
New +$98.6K 0.04% 218

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Coppell Advisory Solutions Corp's PFE Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in Pfizer (PFE) in Q1 2024: 13,275 shares worth $368K. The stake represents 0.07% of the portfolio and ranks #176 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in PFE as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in PFE in Q4 2022 and has held it in 3 quarters since. The position peaked at $388K in Q1 2023. 2,874 funds tracked by Wall St. Rank hold PFE as of Q1 2024.

  • Coppell Advisory Solutions Corp held 13,275 shares of Pfizer worth $368K as of Q1 2024.
  • Pfizer was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Pfizer made up 0.07% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #176 holding.
  • Coppell Advisory Solutions Corp first reported a position in Pfizer in Q4 2022 and has held it in 3 quarters since.
  • Coppell Advisory Solutions Corp's Pfizer position peaked at $388K in Q1 2023.
  • 2,874 funds tracked by Wall St. Rank held Pfizer as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.