Cowen Prime Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.31M | Sell |
62,960
-2,900
| -4% | -$113K | 0.8% | 30 |
|
|
2023
Q1 | $2.56M | Hold |
65,860
| – | – | 1.03% | 24 |
|
|
2022
Q4 | $3.38M | Hold |
65,860
| – | – | 1.39% | 19 |
|
|
2022
Q3 | $2.88M | Hold |
65,860
| – | – | 1.66% | 14 |
|
|
2022
Q2 | $3.45M | Sell |
65,860
-1,765
| -3% | -$89.9K | 1.97% | 10 |
|
|
2022
Q1 | $3.5M | Hold |
67,625
| – | – | 1.47% | 14 |
|
|
2021
Q4 | $3.99M | Sell |
67,625
-4,600
| -6% | -$228K | 1.36% | 17 |
|
|
2021
Q3 | $3.11M | Hold |
72,225
| – | – | 1.16% | 24 |
|
|
2021
Q2 | $2.83M | Sell |
72,225
-400
| -0.6% | -$15.6K | 1.03% | 26 |
|
|
2021
Q1 | $2.63M | Buy |
72,625
+650
| +0.9% | +$23.1K | 1% | 27 |
|
|
2020
Q4 | $2.65M | Sell |
71,975
-11,686
| -14% | -$429K | 1.17% | 18 |
|
|
2020
Q3 | $2.91M | Buy |
83,661
+14,245
| +21% | +$499K | 1.42% | 18 |
|
|
2020
Q2 | $3.45M | Sell |
69,416
-14,667
| -17% | -$498K | 1.97% | 10 |
|
|
2020
Q1 | $2.6M | Buy |
84,083
+1,370
| +2% | +$46.7K | 1.59% | 14 |
|
|
2019
Q4 | $3.08M | Sell |
82,713
-3,873
| -4% | -$138K | 1.41% | 18 |
|
|
2019
Q3 | $2.95M | Sell |
86,586
-11,773
| -12% | -$428K | 1.53% | 17 |
|
|
2019
Q2 | $4.04M | Hold |
98,359
| – | – | 1.95% | 13 |
|
|
2019
Q1 | $3.96M | Sell |
98,359
-10,435
| -10% | -$418K | 2.05% | 14 |
|
|
2018
Q4 | $4.51M | Sell |
108,794
-7,652
| -7% | -$318K | 2.71% | 10 |
|
|
2018
Q3 | $4.87M | Sell |
116,446
-8,643
| -7% | -$333K | 2.26% | 12 |
|
|
2018
Q2 | $4.31M | Sell |
125,089
-421
| -0.3% | -$14.4K | 2.12% | 16 |
|
|
2018
Q1 | $4.23M | Sell |
125,510
-1,560
| -1% | -$53.6K | 2.34% | 14 |
|
|
2017
Q4 | $4.37M | Sell |
127,070
-24,337
| -16% | -$830K | 2.13% | 14 |
|
|
2017
Q3 | $5.13M | Sell |
151,407
-13,597
| -8% | -$437K | 2.44% | 10 |
|
|
2017
Q2 | $5.26M | Hold |
165,004
| – | – | 2.42% | 12 |
|
|
2017
Q1 | $5.36M | Sell |
165,004
-14,387
| -8% | -$454K | 2.75% | 10 |
|
|
2016
Q4 | $5.53M | Sell |
179,391
-1,348
| -0.7% | -$41.2K | 2.98% | 8 |
|
|
2016
Q3 | $5.81M | Sell |
180,739
-211
| -0.1% | -$7.05K | 2.64% | 9 |
|
|
2016
Q2 | $6.04M | Sell |
180,950
-3,109
| -2% | -$99.2K | 2.94% | 8 |
|
|
2016
Q1 | $5.18M | Sell |
184,059
-26,612
| -13% | -$760K | 2.4% | 11 |
|
|
2015
Q4 | $6.45M | Sell |
210,671
-8,222
| -4% | -$259K | 2.85% | 8 |
|
|
2015
Q3 | $6.52M | Sell |
218,893
-1,844
| -0.8% | -$59.1K | 3.04% | 9 |
|
|
2015
Q2 | $7.02M | Sell |
220,737
-7,648
| -3% | -$249K | 2.75% | 8 |
|
|
2015
Q1 | $7.54M | Sell |
228,385
-7,120
| -3% | -$226K | 3.1% | 8 |
|
|
2014
Q4 | $6.96M | Buy |
235,505
+206
| +0.1% | +$5.91K | 2.74% | 10 |
|
|
2014
Q3 | $6.6M | Sell |
235,299
-2,711
| -1% | -$76.1K | 2.88% | 10 |
|
|
2014
Q2 | $6.7M | Sell |
238,010
-42
| -0% | -$1.2K | 2.63% | 10 |
|
|
2014
Q1 | $7.25M | Buy |
238,052
+1,019
| +0.4% | +$30.4K | 2.75% | 11 |
|
|
2013
Q4 | $6.89M | Sell |
237,033
-61
| -0% | -$1.77K | 2.65% | 8 |
|
|
2013
Q3 | $6.46M | Buy |
237,094
+1,280
| +0.5% | +$34.8K | 2.52% | 9 |
|
|
2013
Q2 | $6.22M | Buy |
+235,814
| New | +$6.52M | 2.59% | 8 |
|
Other funds holding PFE
Cowen Prime Advisors's PFE Position: Q2 2023 in Review
Cowen Prime Advisors reduced its Pfizer (PFE) stake by 4.4% in Q2 2023, selling an estimated $113K and leaving 62,960 shares worth $2.31M. The position accounts for 0.8% of the portfolio, ranked #30.
Cowen Prime Advisors first reported a position in PFE in Q2 2013 and has held it in 41 quarters since. The position peaked at $7.54M in Q1 2015. 3,042 funds tracked by Wall St. Rank hold PFE as of Q2 2023.
- Cowen Prime Advisors held 62,960 shares of Pfizer worth $2.31M as of Q2 2023.
- Cowen Prime Advisors sold 2,900 Pfizer shares in Q2 2023, an estimated $113K.
- Pfizer made up 0.8% of Cowen Prime Advisors's portfolio in Q2 2023, its #30 holding.
- Cowen Prime Advisors first reported a position in Pfizer in Q2 2013 and has held it in 41 quarters since.
- Cowen Prime Advisors's Pfizer position peaked at $7.54M in Q1 2015.
- 3,042 funds tracked by Wall St. Rank held Pfizer as of Q2 2023.
Based on Cowen Prime Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.