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B. Riley Wealth Management’s Pfizer PFE Stock Holding History

B. Riley 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 		$9.25K Sell
176,362
-12,164
-6% -$620K 0.01% 123
2022
Q1 		$9.76M Sell
188,526
-7,186
-4% -$373K 0.75% 28
2021
Q4 		$11.6M Buy
195,712
+2,025
+1% +$100K 0.8% 25
2021
Q3 		$8.33M Buy
193,687
+56,494
+41% +$2.5M 0.64% 38
2021
Q2 		$5.37M Sell
137,193
-9,301
-6% -$362K 0.59% 46
2021
Q1 		$5.31M Sell
146,494
-22,270
-13% -$791K 0.62% 45
2020
Q4 		$6.21M Sell
168,764
-9,656
-5% -$354K 0.8% 35
2020
Q3 		$6.21M Sell
178,420
-79,367
-31% -$2.78M 0.73% 36
2020
Q2 		$8M Sell
257,787
-47,943
-16% -$1.63M 0.88% 27
2020
Q1 		$9.47M Buy
305,730
+236,610
+342% +$8.06M 0.99% 19
2019
Q4 		$2.57M Buy
69,120
+24,498
+55% +$873K 0.39% 62
2019
Q3 		$1.52M Sell
44,622
-1,287
-3% -$46.8K 0.27% 86
2019
Q2 		$1.89K Sell
45,909
-1,405
-3% -$55.8K 0.29% 70
2019
Q1 		$1.91M Buy
47,314
+4,170
+10% +$167K 0.33% 69
2018
Q4 		$1.79M Buy
43,144
+5,587
+15% +$232K 0.37% 62
2018
Q3 		$1.57M Buy
+37,557
New +$1.45M 0.39% 60
2016
Q1 		$396K Sell
14,097
-15,618
-53% -$446K 0.59% 55
2015
Q4 		$910K Sell
29,715
-2,816
-9% -$88.6K 1.16% 19
2015
Q3 		$969K Sell
32,531
-533
-2% -$17.1K 1.37% 14
2015
Q2 		$1.05M Sell
33,064
-3,185
-9% -$104K 0.84% 19
2015
Q1 		$1.2M Sell
36,249
-1,365
-4% -$43.4K 0.9% 13
2014
Q4 		$1.11M Buy
37,614
+1,114
+3% +$31.9K 0.91% 17
2014
Q3 		$1.02M Sell
36,500
-179
-0.5% -$5.02K 0.76% 21
2014
Q2 		$1.03M Buy
36,679
+1,344
+4% +$38.3K 0.67% 27
2014
Q1 		$1.08M Buy
+35,335
New +$1.05M 0.8% 15

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

B. Riley Wealth Management's PFE Position: Q2 2022 in Review

B. Riley Wealth Management reduced its Pfizer (PFE) stake by 6.5% in Q2 2022, selling an estimated $620K and leaving 176,362 shares worth $9.25K. The position accounts for 0.01% of the portfolio, ranked #123.

B. Riley Wealth Management first reported a position in PFE in Q1 2014 and has held it in 25 quarters since. The position peaked at $11.6M in Q4 2021. 3,157 funds tracked by Wall St. Rank hold PFE as of Q2 2022.

  • B. Riley Wealth Management held 176,362 shares of Pfizer worth $9.25K as of Q2 2022.
  • B. Riley Wealth Management sold 12,164 Pfizer shares in Q2 2022, an estimated $620K.
  • Pfizer made up 0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #123 holding.
  • B. Riley Wealth Management first reported a position in Pfizer in Q1 2014 and has held it in 25 quarters since.
  • B. Riley Wealth Management's Pfizer position peaked at $11.6M in Q4 2021.
  • 3,157 funds tracked by Wall St. Rank held Pfizer as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.