Carter Financial Group’s Pfizer PFE Stock Holding History

Carter 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
2022 Q1	$259K	Buy	+5,003	New	+$260K	0.35%	38

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Carter Financial Group's PFE Position: Q1 2022 in Review

Carter Financial Group opened a new position in Pfizer (PFE) in Q1 2022: 5,003 shares worth $259K. The stake represents 0.35% of the portfolio and ranks #38 among its holdings.

3,196 funds tracked by Wall St. Rank hold PFE as of Q1 2022.

Carter Financial Group held 5,003 shares of Pfizer worth $259K as of Q1 2022.
Pfizer was a new Carter Financial Group position in Q1 2022.
Pfizer made up 0.35% of Carter Financial Group's portfolio in Q1 2022, its #38 holding.
3,196 funds tracked by Wall St. Rank held Pfizer as of Q1 2022.

Based on Carter Financial Group's 13F filing for Q1 2022, filed 3 May 2022.