LWM
PFE icon

Loveless Wealth Management’s Pfizer PFE Stock Holding History

Loveless 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 		$225K Sell
4,293
-100
-2% -$5.1K 0.15% 119
2022
Q1 		$227K Hold
4,393
– – 0.13% 124
2021
Q4 		$259K Buy
+4,393
New +$218K 0.14% 124

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

Loveless Wealth Management's PFE Position: Q2 2022 in Review

Loveless Wealth Management reduced its Pfizer (PFE) stake by 2.3% in Q2 2022, selling an estimated $5.1K and leaving 4,293 shares worth $225K. The position accounts for 0.15% of the portfolio, ranked #119.

Loveless Wealth Management first reported a position in PFE in Q4 2021 and has held it in 3 quarters since. The position peaked at $259K in Q4 2021. 3,157 funds tracked by Wall St. Rank hold PFE as of Q2 2022.

  • Loveless Wealth Management held 4,293 shares of Pfizer worth $225K as of Q2 2022.
  • Loveless Wealth Management sold 100 Pfizer shares in Q2 2022, an estimated $5.1K.
  • Pfizer made up 0.15% of Loveless Wealth Management's portfolio in Q2 2022, its #119 holding.
  • Loveless Wealth Management first reported a position in Pfizer in Q4 2021 and has held it in 3 quarters since.
  • Loveless Wealth Management's Pfizer position peaked at $259K in Q4 2021.
  • 3,157 funds tracked by Wall St. Rank held Pfizer as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.