Taylor Wealth Management Partners’s Pfizer PFE Stock Holding History

Taylor Wealth Management Partners’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	-51,201	Closed	-$1.85M	–	69
2021 Q1	$1.85M	Sell	51,201 -81,793	-62%	-$2.9M	0.68%	45
2020 Q4	$4.9M	Sell	132,994 -8,204	-6%	-$301K	1.88%	19
2020 Q3	$4.92M	Sell	141,198 -218	-0.2%	-$7.64K	2.25%	15
2020 Q2	$4.39M	Buy	+141,416	New	+$4.8M	2.23%	18
2019 Q1	–	Sell	-448	Closed	-$19K	–	97
2018 Q4	$19K	Hold	448	–	–	0.01%	70
2018 Q3	$19K	Buy	448 +127	+40%	+$4.89K	0.01%	87
2018 Q2	$11K	Hold	321	–	–	﹤0.01%	107
2018 Q1	$11K	Sell	321 -2,551	-89%	-$87.7K	0.01%	99
2017 Q4	$99K	Hold	2,872	–	–	0.04%	81
2017 Q3	$97K	Hold	2,872	–	–	0.04%	83
2017 Q2	$92K	Sell	2,872 -190	-6%	-$5.99K	0.04%	82
2017 Q1	$99K	Hold	3,062	–	–	0.04%	82
2016 Q4	$94K	Sell	3,062 -53	-2%	-$1.62K	0.04%	80
2016 Q3	$100K	Sell	3,115 -52	-2%	-$1.74K	0.04%	72
2016 Q2	$106K	Hold	3,167	–	–	0.04%	66
2016 Q1	$89K	Buy	3,167 +474	+18%	+$13.5K	0.04%	65
2015 Q4	$82K	Buy	2,693 +111	+4%	+$3.49K	0.04%	66
2015 Q3	$77K	Sell	2,582 -685	-21%	-$22K	0.04%	65
2015 Q2	$104K	Buy	3,267 +2,160	+195%	+$70.4K	0.03%	67
2015 Q1	$37K	Buy	+1,107	New	+$35.2K	0.01%	91

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

Taylor Wealth Management Partners's PFE Position: Q2 2021 in Review

Taylor Wealth Management Partners sold out of Pfizer (PFE) in Q2 2021, closing a stake of 51,201 shares — an estimated $1.85M sold.

Taylor Wealth Management Partners first reported a position in PFE in Q1 2015 and held it in 20 quarters. The position peaked at $4.92M in Q3 2020. 2,733 funds tracked by Wall St. Rank hold PFE as of Q2 2021.

Taylor Wealth Management Partners reported no remaining Pfizer position as of Q2 2021 after selling out during the quarter.
Taylor Wealth Management Partners sold 51,201 Pfizer shares in Q2 2021, an estimated $1.85M.
Taylor Wealth Management Partners first reported a position in Pfizer in Q1 2015 and held it in 20 quarters.
Taylor Wealth Management Partners's Pfizer position peaked at $4.92M in Q3 2020.
2,733 funds tracked by Wall St. Rank held Pfizer as of Q2 2021.

Based on Taylor Wealth Management Partners's 13F filing for Q2 2021, filed 11 Aug 2021.