Titus Wealth Management’s Pfizer PFE Stock Holding History

Titus Wealth Management’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	$1.1M	Buy	20,905 +34	+0.2%	+$1.73K	0.55%	34
2022 Q1	$1.08M	Buy	20,871 +59	+0.3%	+$3.06K	0.49%	34
2021 Q4	$1.23M	Buy	20,812 +15,357	+282%	+$761K	0.55%	34
2021 Q3	$235K	Sell	5,455 -107	-2%	-$4.74K	0.12%	143
2021 Q2	$218K	Buy	5,562 +14	+0.3%	+$544	0.12%	141
2021 Q1	$201K	Sell	5,548 -15,728	-74%	-$558K	0.12%	138
2020 Q4	$783K	Sell	21,276 -383	-2%	-$14K	0.48%	41
2020 Q3	$754K	Buy	21,659 +653	+3%	+$22.9K	0.54%	37
2020 Q2	$652K	Sell	21,006 -59	-0.3%	-$2K	0.51%	40
2020 Q1	$652K	Buy	21,065 +155	+0.7%	+$5.28K	0.62%	35
2019 Q4	$777K	Sell	20,910 -130	-0.6%	-$4.63K	0.78%	32
2019 Q3	$717K	Buy	21,040 +1,897	+10%	+$69K	0.66%	35
2019 Q2	$787K	Sell	19,143 -1,618	-8%	-$64.2K	0.78%	28
2019 Q1	$837	Buy	20,761 +161	+0.8%	+$6.45K	0.74%	29
2018 Q4	$853	Buy	20,600 +2	+0%	+$83	0.73%	21
2018 Q3	$861K	Buy	20,598 +366	+2%	+$14.1K	0.74%	26
2018 Q2	$698K	Buy	20,232 +257	+1%	+$8.78K	0.75%	24
2018 Q1	$673K	Buy	+19,975	New	+$687K	0.65%	27

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Titus Wealth Management's PFE Position: Q2 2022 in Review

Titus Wealth Management increased its Pfizer (PFE) stake by 0.16% in Q2 2022, buying an estimated $1.73K and bringing the position to 20,905 shares worth $1.1M. The position accounts for 0.55% of the portfolio, ranked #34.

Titus Wealth Management first reported a position in PFE in Q1 2018 and has held it in 18 quarters since. The position peaked at $1.23M in Q4 2021. 3,157 funds tracked by Wall St. Rank hold PFE as of Q2 2022.

Titus Wealth Management held 20,905 shares of Pfizer worth $1.1M as of Q2 2022.
Titus Wealth Management bought 34 Pfizer shares in Q2 2022, an estimated $1.73K.
Pfizer made up 0.55% of Titus Wealth Management's portfolio in Q2 2022, its #34 holding.
Titus Wealth Management first reported a position in Pfizer in Q1 2018 and has held it in 18 quarters since.
Titus Wealth Management's Pfizer position peaked at $1.23M in Q4 2021.
3,157 funds tracked by Wall St. Rank held Pfizer as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.