Regal Wealth Group’s Pfizer PFE Stock Holding History

Regal Wealth Group’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
2021 Q2	–	Sell	-300	Closed	-$11K	–	192
2021 Q1	$11K	Hold	300	–	–	0.01%	174
2020 Q4	$11K	Buy	+300	New	+$11K	0.01%	154

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Regal Wealth Group's PFE Position: Q2 2021 in Review

Regal Wealth Group sold out of Pfizer (PFE) in Q2 2021, closing a stake of 300 shares — an estimated $11K sold.

Regal Wealth Group first reported a position in PFE in Q4 2020 and held it in 2 quarters. The position peaked at $11K in Q1 2021. 2,733 funds tracked by Wall St. Rank hold PFE as of Q2 2021.

Regal Wealth Group reported no remaining Pfizer position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 300 Pfizer shares in Q2 2021, an estimated $11K.
Regal Wealth Group first reported a position in Pfizer in Q4 2020 and held it in 2 quarters.
Regal Wealth Group's Pfizer position peaked at $11K in Q1 2021.
2,733 funds tracked by Wall St. Rank held Pfizer as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.