Danda Trouve Investment Management’s Pfizer PFE Stock Holding History

Danda Trouve Investment 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 Q3	$84K	Hold	1,920	–	–	0.16%	29
2022 Q2	$101K	Hold	1,920	–	–	0.16%	31
2022 Q1	$99K	Hold	1,920	–	–	0.12%	36
2021 Q4	$113K	Buy	1,920 +12	+0.6%	+$595	0.13%	41
2021 Q3	$82K	Hold	1,908	–	–	0.1%	52
2021 Q2	$75K	Hold	1,908	–	–	0.09%	51
2021 Q1	$69K	Sell	1,908 -50	-3%	-$1.77K	0.08%	52
2020 Q4	$72K	Sell	1,958 -53	-3%	-$1.94K	0.09%	57
2020 Q3	$70K	Hold	2,011	–	–	0.1%	50
2020 Q2	$62K	Hold	2,011	–	–	0.09%	49
2020 Q1	$62K	Hold	2,011	–	–	0.13%	43
2019 Q4	$75K	Buy	+2,011	New	+$71.6K	0.11%	47

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

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

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

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

Danda Trouve Investment Management's PFE Position: Q3 2022 in Review

Danda Trouve Investment Management held its Pfizer (PFE) position steady in Q3 2022 at 1,920 shares worth $84K. The position accounts for 0.16% of the portfolio, ranked #29.

Danda Trouve Investment Management first reported a position in PFE in Q4 2019 and has held it in 12 quarters since. The position peaked at $113K in Q4 2021. 3,085 funds tracked by Wall St. Rank hold PFE as of Q3 2022.

Danda Trouve Investment Management held 1,920 shares of Pfizer worth $84K as of Q3 2022.
Danda Trouve Investment Management left its Pfizer share count unchanged in Q3 2022.
Pfizer made up 0.16% of Danda Trouve Investment Management's portfolio in Q3 2022, its #29 holding.
Danda Trouve Investment Management first reported a position in Pfizer in Q4 2019 and has held it in 12 quarters since.
Danda Trouve Investment Management's Pfizer position peaked at $113K in Q4 2021.
3,085 funds tracked by Wall St. Rank held Pfizer as of Q3 2022.

Based on Danda Trouve Investment Management's 13F filing for Q3 2022, filed 14 Oct 2022.