Lake Point Wealth Management’s Pfizer PFE Stock Holding History

Lake Point 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	$62K	Sell	1,174 -25	-2%	-$1.27K	0.04%	56
2022 Q1	$62K	Hold	1,199	–	–	0.03%	57
2021 Q4	$71K	Buy	1,199 +75	+7%	+$3.72K	0.03%	58
2021 Q3	$48K	Sell	1,124 -140	-11%	-$6.2K	0.02%	66
2021 Q2	$49K	Buy	+1,264	New	+$49.2K	0.02%	66
2020 Q1	$36K	Sell	1,158 -252	-18%	-$8.59K	0.03%	58
2019 Q4	$52K	Buy	+1,410	New	+$50.2K	0.02%	118
2019 Q2	$57K	Hold	1,385	–	–	0.02%	123
2019 Q1	$57K	Sell	1,385 -7,156	-84%	-$287K	0.02%	123
2018 Q4	$354K	Buy	+8,541	New	+$355K	0.13%	102

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

Lake Point Wealth Management's PFE Position: Q2 2022 in Review

Lake Point Wealth Management reduced its Pfizer (PFE) stake by 2.1% in Q2 2022, selling an estimated $1.27K and leaving 1,174 shares worth $62K. The position accounts for 0.04% of the portfolio, ranked #56.

Lake Point Wealth Management first reported a position in PFE in Q4 2018 and has held it in 10 quarters since. The position peaked at $354K in Q4 2018. 3,157 funds tracked by Wall St. Rank hold PFE as of Q2 2022.

Lake Point Wealth Management held 1,174 shares of Pfizer worth $62K as of Q2 2022.
Lake Point Wealth Management sold 25 Pfizer shares in Q2 2022, an estimated $1.27K.
Pfizer made up 0.04% of Lake Point Wealth Management's portfolio in Q2 2022, its #56 holding.
Lake Point Wealth Management first reported a position in Pfizer in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Pfizer position peaked at $354K in Q4 2018.
3,157 funds tracked by Wall St. Rank held Pfizer as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.