First Capital Advisors Group’s Pfizer PFE Stock Holding History

First Capital Advisors 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 Q2	$418K	Buy	11,406 +81	+0.7%	+$3.15K	0.22%	83
2023 Q1	$462K	Sell	11,325 -561	-5%	-$24.2K	0.3%	76
2022 Q4	$609K	Sell	11,886 -2,680	-18%	-$128K	0.41%	67
2022 Q3	$637K	Buy	14,566 +1,054	+8%	+$51.2K	0.53%	52
2022 Q2	$708K	Sell	13,512 -4,829	-26%	-$246K	0.49%	50
2022 Q1	$950K	Buy	+18,341	New	+$952K	0.62%	40
2018 Q4	$1.06M	Sell	25,512 -441	-2%	-$18.3K	0.79%	32
2018 Q3	$1.08M	Sell	25,953 -50	-0.2%	-$1.93K	0.67%	33
2018 Q2	$895K	Hold	26,003	–	–	0.59%	38
2018 Q1	$876K	Sell	26,003 -1,284	-5%	-$44.1K	0.51%	41
2017 Q4	$938K	Sell	27,287 -845	-3%	-$28.8K	0.59%	43
2017 Q3	$953K	Sell	28,132 -1,866	-6%	-$60K	0.65%	42
2017 Q2	$956K	Sell	29,998 -1,958	-6%	-$61.7K	0.65%	37
2017 Q1	$1.04M	Buy	31,956 +2,081	+7%	+$65.6K	0.77%	28
2016 Q4	$921K	Buy	+29,875	New	+$912K	0.85%	30

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

First Capital Advisors Group's PFE Position: Q2 2023 in Review

First Capital Advisors Group increased its Pfizer (PFE) stake by 0.72% in Q2 2023, buying an estimated $3.15K and bringing the position to 11,406 shares worth $418K. The position accounts for 0.22% of the portfolio, ranked #83.

First Capital Advisors Group first reported a position in PFE in Q4 2016 and has held it in 15 quarters since. The position peaked at $1.08M in Q3 2018. 3,044 funds tracked by Wall St. Rank hold PFE as of Q2 2023.

First Capital Advisors Group held 11,406 shares of Pfizer worth $418K as of Q2 2023.
First Capital Advisors Group bought 81 Pfizer shares in Q2 2023, an estimated $3.15K.
Pfizer made up 0.22% of First Capital Advisors Group's portfolio in Q2 2023, its #83 holding.
First Capital Advisors Group first reported a position in Pfizer in Q4 2016 and has held it in 15 quarters since.
First Capital Advisors Group's Pfizer position peaked at $1.08M in Q3 2018.
3,044 funds tracked by Wall St. Rank held Pfizer as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.