KCS Wealth Advisory’s Pfizer PFE Stock Holding History

KCS Wealth Advisory’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 Q3	$760K	Buy	22,900 +10,469	+84%	+$370K	0.32%	75
2023 Q2	$456K	Sell	12,431 -252	-2%	-$9.81K	0.16%	105
2023 Q1	$517K	Sell	12,683 -4,034	-24%	-$174K	0.2%	96
2022 Q4	$857K	Buy	16,717 +4,341	+35%	+$208K	0.36%	75
2022 Q3	$542K	Sell	12,376 -104	-0.8%	-$5.05K	0.25%	97
2022 Q2	$654K	Sell	12,480 -550	-4%	-$28K	0.29%	93
2022 Q1	$675K	Sell	13,030 -517	-4%	-$26.8K	0.31%	92
2021 Q4	$800K	Buy	13,547 +862	+7%	+$42.7K	0.32%	90
2021 Q3	$546K	Sell	12,685 -98	-0.8%	-$4.34K	0.26%	94
2021 Q2	$501K	Buy	12,783 +500	+4%	+$19.4K	0.24%	98
2021 Q1	$445K	Sell	12,283 -52	-0.4%	-$1.85K	0.23%	107
2020 Q4	$454K	Buy	+12,335	New	+$452K	0.3%	100
2019 Q4	–	Sell	-3,766	Closed	-$128K	–	334
2019 Q3	$128K	Buy	+3,766	New	+$137K	0.09%	178

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

KCS Wealth Advisory's PFE Position: Q3 2023 in Review

KCS Wealth Advisory increased its Pfizer (PFE) stake by 84% in Q3 2023, buying an estimated $370K and bringing the position to 22,900 shares worth $760K. The position accounts for 0.32% of the portfolio, ranked #75.

KCS Wealth Advisory first reported a position in PFE in Q3 2019 and has held it in 13 quarters since. The position peaked at $857K in Q4 2022. 2,925 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

KCS Wealth Advisory held 22,900 shares of Pfizer worth $760K as of Q3 2023.
KCS Wealth Advisory bought 10,469 Pfizer shares in Q3 2023, an estimated $370K.
Pfizer made up 0.32% of KCS Wealth Advisory's portfolio in Q3 2023, its #75 holding.
KCS Wealth Advisory first reported a position in Pfizer in Q3 2019 and has held it in 13 quarters since.
KCS Wealth Advisory's Pfizer position peaked at $857K in Q4 2022.
2,925 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.