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Blue Barn Wealth’s Pfizer PFE Stock Holding History

Blue Barn Wealth’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
-9,619
Closed -$319K – 133
2023
Q3 		$319K Buy
9,619
+809
+9% +$28.6K 0.21% 84
2023
Q2 		$323K Buy
8,810
+600
+7% +$23.4K 0.21% 84
2023
Q1 		$335K Buy
8,210
+1,460
+22% +$63.1K 0.21% 81
2022
Q4 		$346K Sell
6,750
-1,614
-19% -$77.4K 0.23% 72
2022
Q3 		$366K Buy
8,364
+960
+13% +$46.6K 0.26% 61
2022
Q2 		$388K Buy
7,404
+259
+4% +$13.2K 0.3% 59
2022
Q1 		$370K Sell
7,145
-1,134
-14% -$58.8K 0.26% 65
2021
Q4 		$489K Buy
8,279
+1,948
+31% +$96.5K 0.33% 50
2021
Q3 		$272K Buy
+6,331
New +$280K 0.24% 79

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Blue Barn Wealth's PFE Position: Q4 2023 in Review

Blue Barn Wealth sold out of Pfizer (PFE) in Q4 2023, closing a stake of 9,619 shares — an estimated $319K sold.

Blue Barn Wealth first reported a position in PFE in Q3 2021 and held it in 9 quarters. The position peaked at $489K in Q4 2021. 2,935 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

  • Blue Barn Wealth reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
  • Blue Barn Wealth sold 9,619 Pfizer shares in Q4 2023, an estimated $319K.
  • Blue Barn Wealth first reported a position in Pfizer in Q3 2021 and held it in 9 quarters.
  • Blue Barn Wealth's Pfizer position peaked at $489K in Q4 2021.
  • 2,935 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Blue Barn Wealth's 13F filing for Q4 2023, filed 6 Feb 2024.