Altium Wealth Management’s Pfizer PFE Stock Holding History

Altium Wealth Management’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 Q2	$5.27M	Buy	100,523 +5,492	+6%	+$280K	0.38%	38
2022 Q1	$4.92M	Buy	95,031 +11,843	+14%	+$614K	0.32%	41
2021 Q4	$4.91M	Buy	83,188 +1,903	+2%	+$94.3K	0.32%	38
2021 Q3	$3.5M	Buy	81,285 +190	+0.2%	+$8.42K	0.25%	45
2021 Q2	$3.18M	Sell	81,095 -5,031	-6%	-$196K	0.23%	48
2021 Q1	$3.12M	Buy	86,126 +8,344	+11%	+$296K	0.25%	47
2020 Q4	$2.86M	Buy	77,782 +703	+0.9%	+$25.8K	0.25%	44
2020 Q3	$2.68M	Buy	77,079 +1,853	+2%	+$65K	0.28%	41
2020 Q2	$2.33M	Sell	75,226 -1,506	-2%	-$51.2K	0.26%	44
2020 Q1	$2.38M	Buy	76,732 +9,836	+15%	+$335K	0.33%	42
2019 Q4	$2.49M	Buy	66,896 +432	+0.6%	+$15.4K	0.3%	47
2019 Q3	$2.27M	Buy	66,464 +1,704	+3%	+$62K	0.31%	45
2019 Q2	$2.66M	Sell	64,760 -8,615	-12%	-$342K	0.39%	34
2019 Q1	$2.96M	Sell	73,375 -651	-0.9%	-$26.1K	0.47%	26
2018 Q4	$3.07M	Buy	74,026 +6,945	+10%	+$288K	0.59%	25
2018 Q3	$2.81M	Buy	67,081 +8,012	+14%	+$308K	0.54%	31
2018 Q2	$2.03M	Buy	59,069 +16,720	+39%	+$571K	0.54%	34
2018 Q1	$1.43M	Buy	42,349 +4,587	+12%	+$158K	0.56%	34
2017 Q4	$1.3M	Buy	+37,762	New	+$1.29M	0.59%	34

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

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

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

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

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

Altium Wealth Management's PFE Position: Q2 2022 in Review

Altium Wealth Management increased its Pfizer (PFE) stake by 5.8% in Q2 2022, buying an estimated $280K and bringing the position to 100,523 shares worth $5.27M. The position accounts for 0.38% of the portfolio, ranked #38.

Altium Wealth Management first reported a position in PFE in Q4 2017 and has held it in 19 quarters since. 3,157 funds tracked by Wall St. Rank hold PFE as of Q2 2022.

Altium Wealth Management held 100,523 shares of Pfizer worth $5.27M as of Q2 2022.
Altium Wealth Management bought 5,492 Pfizer shares in Q2 2022, an estimated $280K.
Pfizer made up 0.38% of Altium Wealth Management's portfolio in Q2 2022, its #38 holding.
Altium Wealth Management first reported a position in Pfizer in Q4 2017 and has held it in 19 quarters since.
3,157 funds tracked by Wall St. Rank held Pfizer as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.