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Financial Strategies Group’s Pfizer PFE Stock Holding History

Financial Strategies 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
-11,287
Closed -$494K – 81
2022
Q3 		$494K Buy
11,287
+172
+2% +$8.36K 0.22% 54
2022
Q2 		$583K Buy
11,115
+28
+0.3% +$1.43K 0.24% 51
2022
Q1 		$574K Buy
11,087
+6
+0.1% +$311 0.23% 53
2021
Q4 		$654K Sell
11,081
-203
-2% -$10.1K 0.27% 41
2021
Q3 		$485K Buy
11,284
+179
+2% +$7.93K 0.22% 46
2021
Q2 		$435K Buy
11,105
+585
+6% +$22.7K 0.2% 47
2021
Q1 		$381K Sell
10,520
-25
-0.2% -$888 0.2% 46
2020
Q4 		$388K Sell
10,545
-424
-4% -$15.6K 0.22% 38
2020
Q3 		$382K Hold
10,969
– – 0.26% 36
2020
Q2 		$340K Hold
10,969
– – 0.25% 30
2020
Q1 		$340K Hold
10,969
– – 0.31% 26
2019
Q4 		$408K Buy
+10,969
New +$391K 0.33% 28

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Financial Strategies Group sold out of Pfizer (PFE) in Q4 2022, closing a stake of 11,287 shares — an estimated $494K sold.

Financial Strategies Group first reported a position in PFE in Q4 2019 and held it in 12 quarters. The position peaked at $654K in Q4 2021. 3,266 funds tracked by Wall St. Rank hold PFE as of Q4 2022.

  • Financial Strategies Group reported no remaining Pfizer position as of Q4 2022 after selling out during the quarter.
  • Financial Strategies Group sold 11,287 Pfizer shares in Q4 2022, an estimated $494K.
  • Financial Strategies Group first reported a position in Pfizer in Q4 2019 and held it in 12 quarters.
  • Financial Strategies Group's Pfizer position peaked at $654K in Q4 2021.
  • 3,266 funds tracked by Wall St. Rank held Pfizer as of Q4 2022.

Based on Financial Strategies Group's 13F filing for Q4 2022, filed 10 Feb 2023.