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Coppell Advisory Solutions’s Pfizer PFE Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-12,443
Closed -$329K – 1425
2024
Q4 		$329K Sell
12,443
-1,625
-12% -$44.1K 0.05% 206
2024
Q3 		$409K Buy
14,068
+1,157
+9% +$33.8K 0.06% 188
2024
Q2 		$361K Buy
+12,911
New +$355K 0.06% 185
2023
Q4 		$450K Buy
15,641
+13,584
+660% +$411K 0.09% 167
2023
Q3 		$105K Sell
2,057
-7,479
-78% -$264K 0.04% 216
2023
Q2 		$344K Sell
9,536
-66
-0.7% -$2.57K 0.1% 142
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Coppell Advisory Solutions's PFE Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Pfizer (PFE) in Q1 2025, closing a stake of 12,443 shares — an estimated $329K sold.

Coppell Advisory Solutions first reported a position in PFE in Q4 2022 and held it in 8 quarters. The position peaked at $450K in Q4 2023. 2,931 funds tracked by Wall St. Rank hold PFE as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Pfizer position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 12,443 Pfizer shares in Q1 2025, an estimated $329K.
  • Coppell Advisory Solutions first reported a position in Pfizer in Q4 2022 and held it in 8 quarters.
  • Coppell Advisory Solutions's Pfizer position peaked at $450K in Q4 2023.
  • 2,931 funds tracked by Wall St. Rank held Pfizer as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.