PCG Wealth Advisors’s Pfizer PFE Stock Holding History

PCG 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
2022 Q4	–	Sell	-4,698	Closed	-$206K	–	143
2022 Q3	$206K	Buy	+4,698	New	+$228K	0.07%	128

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

PCG Wealth Advisors's PFE Position: Q4 2022 in Review

PCG Wealth Advisors sold out of Pfizer (PFE) in Q4 2022, closing a stake of 4,698 shares — an estimated $206K sold.

PCG Wealth Advisors first reported a position in PFE in Q3 2022 and held it in 1 quarter. The position peaked at $206K in Q3 2022. 3,265 funds tracked by Wall St. Rank hold PFE as of Q4 2022.

PCG Wealth Advisors reported no remaining Pfizer position as of Q4 2022 after selling out during the quarter.
PCG Wealth Advisors sold 4,698 Pfizer shares in Q4 2022, an estimated $206K.
PCG Wealth Advisors first reported a position in Pfizer in Q3 2022 and held it in 1 quarter.
PCG Wealth Advisors's Pfizer position peaked at $206K in Q3 2022.
3,265 funds tracked by Wall St. Rank held Pfizer as of Q4 2022.

Based on PCG Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.