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HCR Wealth Advisors’s Pfizer PFE Stock Holding History

HCR Wealth 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
Q1 		– Sell
-4,393
Closed -$225K – 180
2022
Q4 		$225K Buy
+4,393
New +$211K 0.05% 157
2022
Q3 		– Sell
-4,248
Closed -$223K – 178
2022
Q2 		$223K Hold
4,248
– – 0.04% 157
2022
Q1 		$220K Buy
+4,248
New +$220K 0.04% 175
2021
Q1 		– Sell
-15,141
Closed -$557K – 246
2020
Q4 		$557K Buy
15,141
+2,790
+23% +$102K 0.12% 111
2020
Q3 		$432K Buy
12,351
+1,962
+19% +$68.8K 0.1% 114
2020
Q2 		$330K Sell
10,389
-323
-3% -$11K 0.08% 120
2020
Q1 		$332K Sell
10,712
-14,294
-57% -$487K 0.1% 112
2019
Q4 		$930K Buy
25,006
+5,912
+31% +$211K 0.23% 77
2019
Q3 		$653K Sell
19,094
-3,549
-16% -$129K 0.22% 81
2019
Q2 		$931K Buy
22,643
+532
+2% +$21.1K 0.26% 72
2019
Q1 		$891K Buy
22,111
+2,959
+15% +$119K 0.26% 76
2018
Q4 		$793K Sell
19,152
-121
-0.6% -$5.02K 0.26% 77
2018
Q3 		$806K Sell
19,273
-760
-4% -$29.3K 0.26% 80
2018
Q2 		$700K Buy
20,033
+3
+0% +$103 0.23% 88
2018
Q1 		$674K Sell
20,030
-221
-1% -$7.6K 0.23% 92
2017
Q4 		$696K Buy
20,251
+2,067
+11% +$70.5K 0.24% 84
2017
Q3 		$616K Buy
18,184
+6
+0% +$193 0.26% 88
2017
Q2 		$579K Sell
18,178
-436
-2% -$13.8K 0.29% 78
2017
Q1 		$604K Buy
18,614
+209
+1% +$6.59K 0.31% 78
2016
Q4 		$567K Buy
+18,405
New +$562K 0.3% 75

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HCR Wealth Advisors's PFE Position: Q1 2023 in Review

HCR Wealth Advisors sold out of Pfizer (PFE) in Q1 2023, closing a stake of 4,393 shares — an estimated $225K sold.

HCR Wealth Advisors first reported a position in PFE in Q4 2016 and held it in 20 quarters. The position peaked at $931K in Q2 2019. 3,105 funds tracked by Wall St. Rank hold PFE as of Q1 2023.

  • HCR Wealth Advisors reported no remaining Pfizer position as of Q1 2023 after selling out during the quarter.
  • HCR Wealth Advisors sold 4,393 Pfizer shares in Q1 2023, an estimated $225K.
  • HCR Wealth Advisors first reported a position in Pfizer in Q4 2016 and held it in 20 quarters.
  • HCR Wealth Advisors's Pfizer position peaked at $931K in Q2 2019.
  • 3,105 funds tracked by Wall St. Rank held Pfizer as of Q1 2023.

Based on HCR Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.