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Doyle Wealth Management’s Pfizer PFE Stock Holding History

Doyle 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
2018
Q2 		– Sell
-3,057
Closed -$2K – 189
2018
Q1 		$2K Buy
+3,057
New +$105K ﹤0.01% 166

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

Doyle Wealth Management's PFE Position: Q3 2022 in Review

Doyle Wealth Management reduced its Pfizer (PFE) stake by 0.8% in Q3 2022, selling an estimated $188K and leaving 480,030 shares worth $21M. The position accounts for 1.8% of the portfolio, ranked #13.

Doyle Wealth Management first reported a position in PFE in Q1 2017 and has held it in 23 quarters since. The position peaked at $29.3M in Q4 2021. 3,086 funds tracked by Wall St. Rank hold PFE as of Q3 2022.

  • Doyle Wealth Management held 480,030 shares of Pfizer worth $21M as of Q3 2022.
  • Doyle Wealth Management sold 3,865 Pfizer shares in Q3 2022, an estimated $188K.
  • Pfizer made up 1.8% of Doyle Wealth Management's portfolio in Q3 2022, its #13 holding.
  • Doyle Wealth Management first reported a position in Pfizer in Q1 2017 and has held it in 23 quarters since.
  • Doyle Wealth Management's Pfizer position peaked at $29.3M in Q4 2021.
  • 3,086 funds tracked by Wall St. Rank held Pfizer as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.