Financial Enhancement Group’s Pfizer PFE Stock Holding History

Financial Enhancement 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 Q4	–	Sell	-1,363	Closed	-$60K	–	262
2022 Q3	$60K	Sell	1,363 -62	-4%	-$3.01K	0.01%	129
2022 Q2	$75K	Sell	1,425 -7	-0.5%	-$357	0.02%	125
2022 Q1	$74K	Sell	1,432 -48	-3%	-$2.49K	0.01%	129
2021 Q4	$87K	Buy	1,480 +213	+17%	+$10.6K	0.02%	126
2021 Q3	$54K	Sell	1,267 -16	-1%	-$709	0.01%	131
2021 Q2	$50K	Hold	1,283	–	–	0.01%	123
2021 Q1	$46K	Sell	1,283 -66	-5%	-$2.34K	0.01%	124
2020 Q4	$50K	Buy	1,349 +1,191	+754%	+$43.7K	0.01%	138
2020 Q3	$6K	Hold	158	–	–	﹤0.01%	183
2020 Q2	$5K	Sell	158 -1,181	-88%	-$40.1K	﹤0.01%	193
2020 Q1	$41K	Hold	1,339	–	–	0.01%	137
2019 Q4	$50K	Hold	1,339	–	–	0.01%	123
2019 Q3	$46K	Hold	1,339	–	–	0.01%	126
2019 Q2	$55K	Hold	1,339	–	–	0.02%	119
2019 Q1	$54K	Buy	1,339 +1,181	+747%	+$47.3K	0.02%	135
2018 Q4	$7K	Hold	158	–	–	﹤0.01%	204
2018 Q3	$7K	Hold	158	–	–	﹤0.01%	204
2018 Q2	$5K	Hold	158	–	–	﹤0.01%	211
2018 Q1	$5K	Buy	+158	New	+$5.43K	﹤0.01%	212

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Financial Enhancement Group's PFE Position: Q4 2022 in Review

Financial Enhancement Group sold out of Pfizer (PFE) in Q4 2022, closing a stake of 1,363 shares — an estimated $60K sold.

Financial Enhancement Group first reported a position in PFE in Q1 2018 and held it in 19 quarters. The position peaked at $87K in Q4 2021. 3,265 funds tracked by Wall St. Rank hold PFE as of Q4 2022.

Financial Enhancement Group reported no remaining Pfizer position as of Q4 2022 after selling out during the quarter.
Financial Enhancement Group sold 1,363 Pfizer shares in Q4 2022, an estimated $60K.
Financial Enhancement Group first reported a position in Pfizer in Q1 2018 and held it in 19 quarters.
Financial Enhancement Group's Pfizer position peaked at $87K in Q4 2021.
3,265 funds tracked by Wall St. Rank held Pfizer as of Q4 2022.

Based on Financial Enhancement Group's 13F filing for Q4 2022, filed 9 Feb 2023.