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Tobias Financial Advisors’s Pfizer PFE Stock Holding History

Tobias 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
2022
Q1 		– Sell
-679,366
Closed -$40.1M – 114
2021
Q4 		$40.1M Buy
+679,366
New +$33.7M 3.15% 8
2020
Q1 		– Sell
-494
Closed -$18K – 211
2019
Q4 		$18K Buy
+494
New +$17.6K 0.01% 156

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Tobias Financial Advisors's PFE Position: Q1 2022 in Review

Tobias Financial Advisors sold out of Pfizer (PFE) in Q1 2022, closing a stake of 679,366 shares — an estimated $40.1M sold.

Tobias Financial Advisors first reported a position in PFE in Q4 2019 and held it in 2 quarters. The position peaked at $40.1M in Q4 2021. 3,195 funds tracked by Wall St. Rank hold PFE as of Q1 2022.

  • Tobias Financial Advisors reported no remaining Pfizer position as of Q1 2022 after selling out during the quarter.
  • Tobias Financial Advisors sold 679,366 Pfizer shares in Q1 2022, an estimated $40.1M.
  • Tobias Financial Advisors first reported a position in Pfizer in Q4 2019 and held it in 2 quarters.
  • Tobias Financial Advisors's Pfizer position peaked at $40.1M in Q4 2021.
  • 3,195 funds tracked by Wall St. Rank held Pfizer as of Q1 2022.

Based on Tobias Financial Advisors's 13F filing for Q1 2022, filed 9 May 2022.