Pacific Capital Wealth Advisors’s Pfizer PFE Stock Holding History

Pacific Capital 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
2025 Q1	–	Sell	-201	Closed	-$5.33K	–	293
2024 Q4	$5.33K	Sell	201 -38	-16%	-$1.03K	﹤0.01%	312
2024 Q3	$6.92K	Sell	239 -144	-38%	-$4.2K	﹤0.01%	328
2024 Q2	$10.7K	Buy	383 +32	+9%	+$881	﹤0.01%	308
2024 Q1	$9.74K	Buy	351 +150	+75%	+$4.16K	﹤0.01%	230
2023 Q4	$5.79K	Buy	+201	New	+$6.08K	﹤0.01%	244

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Pacific Capital Wealth Advisors's PFE Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Pfizer (PFE) in Q1 2025, closing a stake of 201 shares — an estimated $5.33K sold.

Pacific Capital Wealth Advisors first reported a position in PFE in Q4 2023 and held it in 5 quarters. The position peaked at $10.7K in Q2 2024. 2,931 funds tracked by Wall St. Rank hold PFE as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Pfizer position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 201 Pfizer shares in Q1 2025, an estimated $5.33K.
Pacific Capital Wealth Advisors first reported a position in Pfizer in Q4 2023 and held it in 5 quarters.
Pacific Capital Wealth Advisors's Pfizer position peaked at $10.7K in Q2 2024.
2,931 funds tracked by Wall St. Rank held Pfizer as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.