Argent Wealth Management’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$2.9M Buy
80,191
+3,297
+4% +$112K 0.48% 45
2020
Q1
$2.52M Sell
76,894
-842
-1% -$28.7K 0.51% 41
2019
Q4
$2.89M Buy
+77,736
New +$2.77M 0.48% 46

Other funds holding PFE

Argent Wealth Management's PFE Position: Q2 2020 in Review

Argent Wealth Management increased its Pfizer (PFE) stake by 4.3% in Q2 2020, buying an estimated $112K and bringing the position to 80,191 shares worth $2.9M. The position accounts for 0.48% of the portfolio, ranked #45.

Argent Wealth Management first reported a position in PFE in Q4 2019 and has held it in 3 quarters since. 2,441 funds tracked by Wall St. Rank hold PFE as of Q2 2020.

  • Argent Wealth Management held 80,191 shares of Pfizer worth $2.9M as of Q2 2020.
  • Argent Wealth Management bought 3,297 Pfizer shares in Q2 2020, an estimated $112K.
  • Pfizer made up 0.48% of Argent Wealth Management's portfolio in Q2 2020, its #45 holding.
  • Argent Wealth Management first reported a position in Pfizer in Q4 2019 and has held it in 3 quarters since.
  • 2,441 funds tracked by Wall St. Rank held Pfizer as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.