Financial Partners Group (Kansas)’s Pfizer PFE Stock Holding History

Financial Partners Group (Kansas)’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 Q3	–	Sell	-6,240	Closed	-$219K	–	172
2023 Q2	$219K	Buy	6,240 +123	+2%	+$4.79K	0.04%	144
2023 Q1	$250K	Buy	6,117 +208	+4%	+$8.98K	0.06%	138
2022 Q4	$260K	Sell	5,909 -1,057	-15%	-$50.7K	0.06%	136
2022 Q3	$305K	Sell	6,966 -733	-10%	-$35.6K	0.08%	111
2022 Q2	$404K	Sell	7,699 -734	-9%	-$37.4K	0.1%	95
2022 Q1	$437K	Buy	8,433 +22	+0.3%	+$1.14K	0.09%	110
2021 Q4	$443K	Buy	8,411 +933	+12%	+$46.2K	0.1%	111
2021 Q3	$322K	Buy	7,478 +14	+0.2%	+$620	0.08%	123
2021 Q2	$292K	Buy	+7,464	New	+$290K	0.08%	126

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Financial Partners Group (Kansas)'s PFE Position: Q3 2023 in Review

Financial Partners Group (Kansas) sold out of Pfizer (PFE) in Q3 2023, closing a stake of 6,240 shares — an estimated $219K sold.

Financial Partners Group (Kansas) first reported a position in PFE in Q2 2021 and held it in 9 quarters. The position peaked at $443K in Q4 2021. 2,925 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

Financial Partners Group (Kansas) reported no remaining Pfizer position as of Q3 2023 after selling out during the quarter.
Financial Partners Group (Kansas) sold 6,240 Pfizer shares in Q3 2023, an estimated $219K.
Financial Partners Group (Kansas) first reported a position in Pfizer in Q2 2021 and held it in 9 quarters.
Financial Partners Group (Kansas)'s Pfizer position peaked at $443K in Q4 2021.
2,925 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on Financial Partners Group (Kansas)'s 13F filing for Q3 2023, filed 13 Nov 2023.