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HC Financial Advisors’s Pfizer PFE Stock Holding History

HC Financial 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
2022
Q2 		$3.28M Sell
62,620
-116
-0.2% -$5.91K 2.2% 10
2022
Q1 		$3.25M Sell
62,736
-3,967
-6% -$206K 1.93% 13
2021
Q4 		$3.94M Buy
66,703
+439
+0.7% +$21.8K 2.19% 10
2021
Q3 		$2.85M Buy
66,264
+183
+0.3% +$8.11K 1.71% 17
2021
Q2 		$2.59M Buy
66,081
+369
+0.6% +$14.3K 1.51% 22
2021
Q1 		$2.38M Buy
65,712
+2,727
+4% +$96.8K 1.45% 25
2020
Q4 		$2.32M Sell
62,985
-3,146
-5% -$115K 1.49% 23
2020
Q3 		$2.3M Buy
66,131
+741
+1% +$26K 1.65% 19
2020
Q2 		$2.03M Sell
65,390
-421
-0.6% -$14.3K 1.58% 20
2020
Q1 		$2.04M Buy
65,811
+1,460
+2% +$49.7K 1.82% 17
2019
Q4 		$2.39M Sell
64,351
-2,338
-4% -$83.3K 1.88% 19
2019
Q3 		$2.27M Sell
66,689
-231
-0.3% -$8.4K 1.95% 18
2019
Q2 		$2.75M Sell
66,920
-1,757
-3% -$69.8K 2.74% 12
2019
Q1 		$2.77M Buy
+68,677
New +$2.75M 2.9% 13
2018
Q4 		– Sell
-78,544
Closed -$3.28M – 51
2018
Q3 		$3.28M Buy
78,544
+403
+0.5% +$15.5K 2.9% 7
2018
Q2 		$2.69M Buy
78,141
+397
+0.5% +$13.6K 2.62% 8
2018
Q1 		$2.62M Sell
77,744
-390
-0.5% -$13.4K 2.58% 7
2017
Q4 		$2.69M Buy
+78,134
New +$2.66M 2.6% 8

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HC Financial Advisors's PFE Position: Q2 2022 in Review

HC Financial Advisors reduced its Pfizer (PFE) stake by 0.18% in Q2 2022, selling an estimated $5.91K and leaving 62,620 shares worth $3.28M. The position accounts for 2.2% of the portfolio, ranked #10.

HC Financial Advisors first reported a position in PFE in Q4 2017 and has held it in 18 quarters since. The position peaked at $3.94M in Q4 2021. 3,158 funds tracked by Wall St. Rank hold PFE as of Q2 2022.

  • HC Financial Advisors held 62,620 shares of Pfizer worth $3.28M as of Q2 2022.
  • HC Financial Advisors sold 116 Pfizer shares in Q2 2022, an estimated $5.91K.
  • Pfizer made up 2.2% of HC Financial Advisors's portfolio in Q2 2022, its #10 holding.
  • HC Financial Advisors first reported a position in Pfizer in Q4 2017 and has held it in 18 quarters since.
  • HC Financial Advisors's Pfizer position peaked at $3.94M in Q4 2021.
  • 3,158 funds tracked by Wall St. Rank held Pfizer as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.