Fortis Advisors’s Pfizer PFE Stock Holding History

Fortis Advisors’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	–	Sell	-225	Closed	-$9.18K	–	203
2023 Q1	$9.18K	Buy	225 +2	+0.9%	+$86	0.01%	208
2022 Q4	$11.4K	Buy	223 +2	+0.9%	+$96	0.01%	204
2022 Q3	$10K	Buy	221 +2	+0.9%	+$97	0.01%	203
2022 Q2	$11K	Buy	219 +2	+0.9%	+$102	0.01%	218
2022 Q1	$11K	Buy	217 +1	+0.5%	+$52	0.01%	232
2021 Q4	$13K	Buy	216 +2	+0.9%	+$99	0.01%	211
2021 Q3	$9K	Buy	214 +2	+0.9%	+$89	0.01%	227
2021 Q2	$8K	Buy	212 +2	+1%	+$78	﹤0.01%	230
2021 Q1	$8K	Buy	210 +2	+1%	+$71	0.01%	199
2020 Q4	$8K	Sell	208 -9	-4%	-$330	0.01%	150
2020 Q3	$8K	Buy	217 +2	+0.9%	+$70	0.01%	131
2020 Q2	$7K	Buy	215 +2	+0.9%	+$68	0.01%	151
2020 Q1	$7K	Buy	213 +3	+1%	+$102	﹤0.01%	276
2019 Q4	$8K	Buy	210 +1	+0.5%	+$36	﹤0.01%	275
2019 Q3	$7K	Buy	209 +2	+1%	+$73	﹤0.01%	280
2019 Q2	$8K	Buy	207 +3	+1%	+$119	﹤0.01%	307
2019 Q1	$8K	Buy	204 +2	+1%	+$80	﹤0.01%	295
2018 Q4	$8K	Buy	202 +1	+0.5%	+$42	﹤0.01%	275
2018 Q3	$8K	Buy	201 +2	+1%	+$77	﹤0.01%	275
2018 Q2	$7K	Buy	199 +1	+0.5%	+$34	﹤0.01%	281
2018 Q1	$7K	Buy	198 +2	+1%	+$69	﹤0.01%	266
2017 Q4	$7K	Buy	196 +2	+1%	+$68	﹤0.01%	244
2017 Q3	$7K	Buy	+194	New	+$6.24K	﹤0.01%	247

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Norges Bank Oslo, Norway $935B AUM

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

Fortis Advisors's PFE Position: Q2 2023 in Review

Fortis Advisors sold out of Pfizer (PFE) in Q2 2023, closing a stake of 225 shares — an estimated $9.18K sold.

Fortis Advisors first reported a position in PFE in Q3 2017 and held it in 23 quarters. The position peaked at $13K in Q4 2021. 3,041 funds tracked by Wall St. Rank hold PFE as of Q2 2023.

Fortis Advisors reported no remaining Pfizer position as of Q2 2023 after selling out during the quarter.
Fortis Advisors sold 225 Pfizer shares in Q2 2023, an estimated $9.18K.
Fortis Advisors first reported a position in Pfizer in Q3 2017 and held it in 23 quarters.
Fortis Advisors's Pfizer position peaked at $13K in Q4 2021.
3,041 funds tracked by Wall St. Rank held Pfizer as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.