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Pinnacle Private Wealth’s Pfizer PFE Stock Holding History

Pinnacle Private Wealth’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 		$1.31M Buy
24,934
+3,423
+16% +$174K 0.51% 51
2022
Q1 		$1.11M Sell
21,511
-2,516
-10% -$131K 0.35% 71
2021
Q4 		$1.42M Buy
+24,027
New +$1.19M 0.44% 56

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pinnacle Private Wealth's PFE Position: Q2 2022 in Review

Pinnacle Private Wealth increased its Pfizer (PFE) stake by 16% in Q2 2022, buying an estimated $174K and bringing the position to 24,934 shares worth $1.31M. The position accounts for 0.51% of the portfolio, ranked #51.

Pinnacle Private Wealth first reported a position in PFE in Q4 2021 and has held it in 3 quarters since. The position peaked at $1.42M in Q4 2021. 3,160 funds tracked by Wall St. Rank hold PFE as of Q2 2022.

  • Pinnacle Private Wealth held 24,934 shares of Pfizer worth $1.31M as of Q2 2022.
  • Pinnacle Private Wealth bought 3,423 Pfizer shares in Q2 2022, an estimated $174K.
  • Pfizer made up 0.51% of Pinnacle Private Wealth's portfolio in Q2 2022, its #51 holding.
  • Pinnacle Private Wealth first reported a position in Pfizer in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's Pfizer position peaked at $1.42M in Q4 2021.
  • 3,160 funds tracked by Wall St. Rank held Pfizer as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.