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Barber Financial Group’s Pfizer PFE Stock Holding History

Barber Financial Group’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
Q1 		$214K Sell
5,244
-2,344
-31% -$101K 0.04% 135
2022
Q4 		$389K Buy
7,588
+499
+7% +$23.9K 0.11% 85
2022
Q3 		$310K Sell
7,089
-397
-5% -$19.3K 0.09% 98
2022
Q2 		$393K Buy
7,486
+672
+10% +$34.2K 0.06% 86
2022
Q1 		$353K Sell
6,814
-100
-1% -$5.19K 0.05% 101
2021
Q4 		$408K Buy
6,914
+162
+2% +$8.03K 0.05% 104
2021
Q3 		$290K Buy
6,752
+133
+2% +$5.89K 0.04% 128
2021
Q2 		$259K Buy
6,619
+46
+0.7% +$1.79K 0.04% 131
2021
Q1 		$238K Sell
6,573
-184
-3% -$6.53K 0.03% 128
2020
Q4 		$249K Buy
6,757
+856
+15% +$31.4K 0.05% 117
2020
Q3 		$205K Buy
+5,901
New +$207K 0.04% 119
2020
Q1 		– Sell
-8,111
Closed -$301K – 148
2019
Q4 		$301K Buy
8,111
+221
+3% +$7.87K 0.06% 106
2019
Q3 		$269K Sell
7,890
-293
-4% -$10.7K 0.06% 112
2019
Q2 		$336K Buy
8,183
+595
+8% +$23.6K 0.08% 101
2019
Q1 		$306K Sell
7,588
-200
-3% -$8.01K 0.06% 102
2018
Q4 		$323K Buy
7,788
+69
+0.9% +$2.86K 0.07% 100
2018
Q3 		$323K Buy
+7,719
New +$297K 0.08% 96
2018
Q1 		– Sell
-5,967
Closed -$205K – 140
2017
Q4 		$205K Buy
+5,967
New +$203K 0.05% 114

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barber Financial Group's PFE Position: Q1 2023 in Review

Barber Financial Group reduced its Pfizer (PFE) stake by 31% in Q1 2023, selling an estimated $101K and leaving 5,244 shares worth $214K. The position accounts for 0.04% of the portfolio, ranked #135.

Barber Financial Group first reported a position in PFE in Q4 2017 and has held it in 18 quarters since. The position peaked at $408K in Q4 2021. 3,102 funds tracked by Wall St. Rank hold PFE as of Q1 2023.

  • Barber Financial Group held 5,244 shares of Pfizer worth $214K as of Q1 2023.
  • Barber Financial Group sold 2,344 Pfizer shares in Q1 2023, an estimated $101K.
  • Pfizer made up 0.04% of Barber Financial Group's portfolio in Q1 2023, its #135 holding.
  • Barber Financial Group first reported a position in Pfizer in Q4 2017 and has held it in 18 quarters since.
  • Barber Financial Group's Pfizer position peaked at $408K in Q4 2021.
  • 3,102 funds tracked by Wall St. Rank held Pfizer as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.