Ten Capital Wealth Advisors’s Pfizer PFE Stock Holding History

Ten 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
2023 Q2	$129K	Buy	3,540 +1,830	+107%	+$71.2K	0.04%	167
2023 Q1	$69.8K	Sell	1,710 -623	-27%	-$26.9K	0.02%	193
2022 Q4	$120K	Sell	2,333 -253	-10%	-$12.1K	0.05%	122
2022 Q3	$113K	Buy	2,586 +456	+21%	+$22.2K	0.05%	115
2022 Q2	$112K	Sell	2,130 -72	-3%	-$3.67K	0.05%	113
2022 Q1	$114K	Hold	2,202	–	–	0.05%	108
2021 Q4	$130K	Hold	2,202	–	–	0.05%	84
2021 Q3	$95K	Sell	2,202 -56,362	-96%	-$2.5M	0.04%	98
2021 Q2	$2.29M	Sell	58,564 -168	-0.3%	-$6.53K	0.52%	52
2021 Q1	$2.13M	Sell	58,732 -2,124	-3%	-$75.4K	0.52%	56
2020 Q4	$2.24M	Sell	60,856 -4,047	-6%	-$148K	0.62%	47
2020 Q3	$2.26M	Buy	+64,903	New	+$2.28M	0.76%	40

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

Ten Capital Wealth Advisors's PFE Position: Q2 2023 in Review

Ten Capital Wealth Advisors increased its Pfizer (PFE) stake by 107% in Q2 2023, buying an estimated $71.2K and bringing the position to 3,540 shares worth $129K. The position accounts for 0.04% of the portfolio, ranked #167.

Ten Capital Wealth Advisors first reported a position in PFE in Q3 2020 and has held it in 12 quarters since. The position peaked at $2.29M in Q2 2021. 3,042 funds tracked by Wall St. Rank hold PFE as of Q2 2023.

Ten Capital Wealth Advisors held 3,540 shares of Pfizer worth $129K as of Q2 2023.
Ten Capital Wealth Advisors bought 1,830 Pfizer shares in Q2 2023, an estimated $71.2K.
Pfizer made up 0.04% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #167 holding.
Ten Capital Wealth Advisors first reported a position in Pfizer in Q3 2020 and has held it in 12 quarters since.
Ten Capital Wealth Advisors's Pfizer position peaked at $2.29M in Q2 2021.
3,042 funds tracked by Wall St. Rank held Pfizer as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.