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 $5.7T AUM 30.48% 1-Year Est. Return

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return