Curtis Advisory Group’s Pfizer PFE Stock Holding History

Curtis Advisory Group’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	-4,800	Closed	-$246K	–	93
2022 Q4	$246K	Sell	4,800 -400	-8%	-$19.2K	0.1%	74
2022 Q3	$228K	Sell	5,200 -411	-7%	-$20K	0.09%	79
2022 Q2	$294K	Hold	5,611	–	–	0.12%	70
2022 Q1	$290K	Hold	5,611	–	–	0.1%	72
2021 Q4	$331K	Hold	5,611	–	–	0.11%	66
2021 Q3	$241K	Buy	5,611 +111	+2%	+$4.92K	0.09%	67
2021 Q2	$215K	Buy	+5,500	New	+$214K	0.09%	70

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

Curtis Advisory Group's PFE Position: Q1 2023 in Review

Curtis Advisory Group sold out of Pfizer (PFE) in Q1 2023, closing a stake of 4,800 shares — an estimated $246K sold.

Curtis Advisory Group first reported a position in PFE in Q2 2021 and held it in 7 quarters. The position peaked at $331K in Q4 2021. 3,102 funds tracked by Wall St. Rank hold PFE as of Q1 2023.

Curtis Advisory Group reported no remaining Pfizer position as of Q1 2023 after selling out during the quarter.
Curtis Advisory Group sold 4,800 Pfizer shares in Q1 2023, an estimated $246K.
Curtis Advisory Group first reported a position in Pfizer in Q2 2021 and held it in 7 quarters.
Curtis Advisory Group's Pfizer position peaked at $331K in Q4 2021.
3,102 funds tracked by Wall St. Rank held Pfizer as of Q1 2023.

Based on Curtis Advisory Group's 13F filing for Q1 2023, filed 8 May 2023.