Number of Shares
6.22 Mil
Current Holdings Value*
$157.53 Mil
% of Portfolio
0.4%
Total Estimate Gain
$-47.58 Mil
% of Total Estimate Gain
-19.73%

CAPTRUST FINANCIAL ADVISORS's Pfizer Inc Holding Summary

As of 2025-03-31, CAPFINANCIAL PARTNERS, LLC held 6.22 Mil shares of Pfizer Inc(PFE), totaling $157.53 Mil. This investment constitutes 0.4% of their stock portfolio, and CAPFINANCIAL PARTNERS, LLC now holds 0.11% of the outstanding Pfizer Inc(PFE) stock.

The initial trade took place in 2018Q2. And since then CAPTRUST FINANCIAL ADVISORS has made 21 purchases of PFE, at an average price of $31.70, for a total of 7.61 Mil shares. In addition, there have been 8 sales at an average price of $29.79 for 1.39 Mil shares. Based on historical transaction data and PFE's current price of $24.47, CAPTRUST FINANCIAL ADVISORS's estimated gain on his PFE holdings is $-47.58 Mil, reflecting a -19.73% gain to date.

CAPTRUST FINANCIAL ADVISORS PFE ($24.47) Holding Chart

CAPTRUST FINANCIAL ADVISORS PFE ($24.47) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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