RGT Wealth Advisors’s Pfizer PFE Stock Holding History

RGT Wealth Advisors’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 Q3	$258K	Buy	5,907 +827	+16%	+$40.2K	0.04%	64
2022 Q2	$266K	Buy	5,080 +130	+3%	+$6.63K	0.04%	71
2022 Q1	$256K	Hold	4,950	–	–	0.04%	67
2021 Q4	$292K	Sell	4,950 -954	-16%	-$47.3K	0.04%	73
2021 Q3	$254K	Buy	+5,904	New	+$262K	0.05%	44
2020 Q3	–	Sell	-6,984	Closed	-$217K	–	49
2020 Q2	$217K	Buy	+6,984	New	+$237K	0.06%	36
2018 Q2	–	Sell	-17,722	Closed	-$597K	–	70
2018 Q1	$597K	Sell	17,722 -3,256	-16%	-$112K	0.29%	39
2017 Q4	$721K	Sell	20,978 -454	-2%	-$15.5K	0.39%	34
2017 Q3	$726K	Buy	21,432 +4,930	+30%	+$158K	0.48%	28
2017 Q2	$526K	Buy	16,502 +4,662	+39%	+$147K	0.36%	32
2017 Q1	$384K	Sell	11,840 -12,819	-52%	-$404K	0.26%	49
2016 Q4	$760K	Sell	24,659 -5,636	-19%	-$172K	0.43%	33
2016 Q3	$974K	Buy	+30,295	New	+$1.01M	0.6%	25

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

RGT Wealth Advisors's PFE Position: Q3 2022 in Review

RGT Wealth Advisors increased its Pfizer (PFE) stake by 16% in Q3 2022, buying an estimated $40.2K and bringing the position to 5,907 shares worth $258K. The position accounts for 0.04% of the portfolio, ranked #64.

RGT Wealth Advisors first reported a position in PFE in Q3 2016 and has held it in 13 quarters since. The position peaked at $974K in Q3 2016. 3,086 funds tracked by Wall St. Rank hold PFE as of Q3 2022.

RGT Wealth Advisors held 5,907 shares of Pfizer worth $258K as of Q3 2022.
RGT Wealth Advisors bought 827 Pfizer shares in Q3 2022, an estimated $40.2K.
Pfizer made up 0.04% of RGT Wealth Advisors's portfolio in Q3 2022, its #64 holding.
RGT Wealth Advisors first reported a position in Pfizer in Q3 2016 and has held it in 13 quarters since.
RGT Wealth Advisors's Pfizer position peaked at $974K in Q3 2016.
3,086 funds tracked by Wall St. Rank held Pfizer as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.