Scott Capital Advisors’s Pfizer PFE Stock Holding History

Scott Capital 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 Q4	–	Sell	-6,191	Closed	-$206K	–	52
2023 Q3	$206K	Buy	6,191 +326	+6%	+$11.5K	0.08%	46
2023 Q2	$215K	Buy	5,865 +147	+3%	+$5.72K	0.09%	43
2023 Q1	$233K	Sell	5,718 -48	-0.8%	-$2.07K	0.11%	41
2022 Q4	$295K	Sell	5,766 -466	-7%	-$22.3K	0.17%	35
2022 Q3	$273K	Buy	6,232 +4	+0.1%	+$194	0.19%	31
2022 Q2	$327K	Buy	6,228 +867	+16%	+$44.2K	0.22%	32
2022 Q1	$278K	Buy	+5,361	New	+$278K	0.16%	39

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

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

Scott Capital Advisors's PFE Position: Q4 2023 in Review

Scott Capital Advisors sold out of Pfizer (PFE) in Q4 2023, closing a stake of 6,191 shares — an estimated $206K sold.

Scott Capital Advisors first reported a position in PFE in Q1 2022 and held it in 7 quarters. The position peaked at $327K in Q2 2022. 2,935 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

Scott Capital Advisors reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
Scott Capital Advisors sold 6,191 Pfizer shares in Q4 2023, an estimated $206K.
Scott Capital Advisors first reported a position in Pfizer in Q1 2022 and held it in 7 quarters.
Scott Capital Advisors's Pfizer position peaked at $327K in Q2 2022.
2,935 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Scott Capital Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.