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Barnes Pettey Financial Advisors’s Pfizer PFE Stock Holding History

Barnes Pettey Financial 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
Q1 		– Sell
-4,050
Closed -$208K – 105
2022
Q4 		$208K Buy
+4,050
New +$194K 0.21% 97
2022
Q3 		– Sell
-4,031
Closed -$211K – 89
2022
Q2 		$211K Hold
4,031
– – 0.27% 82
2022
Q1 		$209K Hold
4,031
– – 0.25% 87
2021
Q4 		$238K Buy
+4,031
New +$200K 0.27% 81

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

Barnes Pettey Financial Advisors's PFE Position: Q1 2023 in Review

Barnes Pettey Financial Advisors sold out of Pfizer (PFE) in Q1 2023, closing a stake of 4,050 shares — an estimated $208K sold.

Barnes Pettey Financial Advisors first reported a position in PFE in Q4 2021 and held it in 4 quarters. The position peaked at $238K in Q4 2021. 3,102 funds tracked by Wall St. Rank hold PFE as of Q1 2023.

  • Barnes Pettey Financial Advisors reported no remaining Pfizer position as of Q1 2023 after selling out during the quarter.
  • Barnes Pettey Financial Advisors sold 4,050 Pfizer shares in Q1 2023, an estimated $208K.
  • Barnes Pettey Financial Advisors first reported a position in Pfizer in Q4 2021 and held it in 4 quarters.
  • Barnes Pettey Financial Advisors's Pfizer position peaked at $238K in Q4 2021.
  • 3,102 funds tracked by Wall St. Rank held Pfizer as of Q1 2023.

Based on Barnes Pettey Financial Advisors's 13F filing for Q1 2023, filed 11 May 2023.