HSG
PFE icon

Helen Stephens Group’s Pfizer PFE Stock Holding History

Helen Stephens 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
Q3 		– Sell
-3,861
Closed -$202K – 64
2022
Q2 		$202K Buy
+3,861
New +$197K 0.14% 55
2022
Q1 		– Sell
-3,910
Closed -$231K – 64
2021
Q4 		$231K Buy
+3,910
New +$194K 0.19% 48

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

Helen Stephens Group's PFE Position: Q3 2022 in Review

Helen Stephens Group sold out of Pfizer (PFE) in Q3 2022, closing a stake of 3,861 shares — an estimated $202K sold.

Helen Stephens Group first reported a position in PFE in Q4 2021 and held it in 2 quarters. The position peaked at $231K in Q4 2021. 3,085 funds tracked by Wall St. Rank hold PFE as of Q3 2022.

  • Helen Stephens Group reported no remaining Pfizer position as of Q3 2022 after selling out during the quarter.
  • Helen Stephens Group sold 3,861 Pfizer shares in Q3 2022, an estimated $202K.
  • Helen Stephens Group first reported a position in Pfizer in Q4 2021 and held it in 2 quarters.
  • Helen Stephens Group's Pfizer position peaked at $231K in Q4 2021.
  • 3,085 funds tracked by Wall St. Rank held Pfizer as of Q3 2022.

Based on Helen Stephens Group's 13F filing for Q3 2022, filed 11 Oct 2022.