Strategic Wealth Management Group’s Pfizer PFE Stock Holding History

Strategic Wealth Management 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	$247K	Sell	6,314 -3,218	-34%	-$125K	0.09%	109
2021 Q1	$345K	Buy	9,532 +463	+5%	+$16.4K	0.13%	92
2020 Q4	$334K	Buy	9,069 +1,526	+20%	+$56K	0.14%	81
2020 Q3	$263K	Sell	7,543 -2,472	-25%	-$86.7K	0.13%	91
2020 Q2	$311K	Buy	10,015 +3,492	+54%	+$119K	0.18%	65
2020 Q1	$202K	Sell	6,523 -1,363	-17%	-$46.4K	0.15%	78
2019 Q4	$293K	Buy	+7,886	New	+$281K	0.19%	69
2019 Q3	–	Sell	-5,825	Closed	-$239K	–	87
2019 Q2	$239K	Sell	5,825 -927	-14%	-$36.8K	0.18%	68
2019 Q1	$272K	Buy	6,752 +635	+10%	+$25.4K	0.22%	62
2018 Q4	$253K	Buy	+6,117	New	+$254K	0.24%	63

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

Strategic Wealth Management Group's PFE Position: Q2 2021 in Review

Strategic Wealth Management Group reduced its Pfizer (PFE) stake by 34% in Q2 2021, selling an estimated $125K and leaving 6,314 shares worth $247K. The position accounts for 0.09% of the portfolio, ranked #109.

Strategic Wealth Management Group first reported a position in PFE in Q4 2018 and has held it in 10 quarters since. The position peaked at $345K in Q1 2021. 2,732 funds tracked by Wall St. Rank hold PFE as of Q2 2021.

Strategic Wealth Management Group held 6,314 shares of Pfizer worth $247K as of Q2 2021.
Strategic Wealth Management Group sold 3,218 Pfizer shares in Q2 2021, an estimated $125K.
Pfizer made up 0.09% of Strategic Wealth Management Group's portfolio in Q2 2021, its #109 holding.
Strategic Wealth Management Group first reported a position in Pfizer in Q4 2018 and has held it in 10 quarters since.
Strategic Wealth Management Group's Pfizer position peaked at $345K in Q1 2021.
2,732 funds tracked by Wall St. Rank held Pfizer as of Q2 2021.

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