Hillcrest Wealth Advisors’s Pfizer PFE Stock Holding History

Hillcrest 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
2021 Q2	–	Sell	-5,602	Closed	-$203K	–	57
2021 Q1	$203K	Buy	+5,602	New	+$199K	0.12%	52

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Hillcrest Wealth Advisors's PFE Position: Q2 2021 in Review

Hillcrest Wealth Advisors sold out of Pfizer (PFE) in Q2 2021, closing a stake of 5,602 shares — an estimated $203K sold.

Hillcrest Wealth Advisors first reported a position in PFE in Q1 2021 and held it in 1 quarter. The position peaked at $203K in Q1 2021. 2,732 funds tracked by Wall St. Rank hold PFE as of Q2 2021.

Hillcrest Wealth Advisors reported no remaining Pfizer position as of Q2 2021 after selling out during the quarter.
Hillcrest Wealth Advisors sold 5,602 Pfizer shares in Q2 2021, an estimated $203K.
Hillcrest Wealth Advisors first reported a position in Pfizer in Q1 2021 and held it in 1 quarter.
Hillcrest Wealth Advisors's Pfizer position peaked at $203K in Q1 2021.
2,732 funds tracked by Wall St. Rank held Pfizer as of Q2 2021.

Based on Hillcrest Wealth Advisors's 13F filing for Q2 2021, filed 3 Aug 2021.