Huber Financial Advisors’s Pfizer PFE Stock Holding History

Huber Financial Advisors’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
2020 Q1	$476K	Sell	15,357 -934	-6%	-$31.8K	0.18%	65
2019 Q4	$606K	Buy	16,291 +1	+0%	+$36	0.21%	60
2019 Q3	$555K	Sell	16,290 -893	-5%	-$32.5K	0.22%	58
2019 Q2	$706K	Hold	17,183	–	–	0.31%	45
2019 Q1	$692K	Buy	17,183 +7,435	+76%	+$298K	0.34%	43
2018 Q4	$404K	Hold	9,748	–	–	0.22%	60
2018 Q3	$408K	Buy	9,748 +1	+0%	+$38	0.31%	60
2018 Q2	$335K	Hold	9,747	–	–	0.31%	64
2018 Q1	$328K	Buy	+9,747	New	+$335K	0.32%	66

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

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

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

Norges Bank Oslo, Norway $935B AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Huber Financial Advisors's PFE Position: Q1 2020 in Review

Huber Financial Advisors reduced its Pfizer (PFE) stake by 5.7% in Q1 2020, selling an estimated $31.8K and leaving 15,357 shares worth $476K. The position accounts for 0.18% of the portfolio, ranked #65.

Huber Financial Advisors first reported a position in PFE in Q1 2018 and has held it in 9 quarters since. The position peaked at $706K in Q2 2019. 2,438 funds tracked by Wall St. Rank hold PFE as of Q1 2020.

Huber Financial Advisors held 15,357 shares of Pfizer worth $476K as of Q1 2020.
Huber Financial Advisors sold 934 Pfizer shares in Q1 2020, an estimated $31.8K.
Pfizer made up 0.18% of Huber Financial Advisors's portfolio in Q1 2020, its #65 holding.
Huber Financial Advisors first reported a position in Pfizer in Q1 2018 and has held it in 9 quarters since.
Huber Financial Advisors's Pfizer position peaked at $706K in Q2 2019.
2,438 funds tracked by Wall St. Rank held Pfizer as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.