Torch Wealth Management’s Pfizer PFE Stock Holding History

Torch 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
2019 Q4	$1.61M	Sell	43,461 -484	-1%	-$17.2K	0.89%	41
2019 Q3	$1.5M	Sell	43,945 -3,504	-7%	-$127K	0.89%	40
2019 Q2	$1.95M	Sell	47,449 -301	-0.6%	-$12K	1.17%	31
2019 Q1	$1.92M	Sell	47,750 -435	-0.9%	-$17.4K	1.19%	32
2018 Q4	$2M	Buy	48,185 +1,054	+2%	+$43.8K	1.43%	24
2018 Q3	$1.97M	Sell	47,131 -459	-1%	-$17.7K	1.18%	31
2018 Q2	$1.64M	Buy	47,590 +2,635	+6%	+$90K	1.03%	37
2018 Q1	$1.51M	Sell	44,955 -63	-0.1%	-$2.17K	0.98%	39
2017 Q4	$1.55M	Buy	45,018 +2,108	+5%	+$71.9K	0.95%	39
2017 Q3	$1.45M	Buy	42,910 +105	+0.2%	+$3.38K	0.95%	41
2017 Q2	$1.36M	Sell	42,805 -736	-2%	-$23.2K	0.94%	40
2017 Q1	$1.41M	Sell	43,541 -421	-1%	-$13.3K	0.94%	43
2016 Q4	$1.35M	Buy	43,962 +34,492	+364%	+$1.05M	0.96%	43
2016 Q3	$304K	Hold	9,470	–	–	0.22%	82
2016 Q2	$316K	Buy	9,470 +686	+8%	+$21.9K	0.23%	83
2016 Q1	$247K	Hold	8,784	–	–	0.19%	82
2015 Q4	$269K	Hold	8,784	–	–	0.2%	86
2015 Q3	$262K	Sell	8,784 -1,210	-12%	-$38.8K	0.2%	85
2015 Q2	$318K	Hold	9,994	–	–	0.22%	83
2015 Q1	$330K	Hold	9,994	–	–	0.26%	75
2014 Q4	$295K	Buy	9,994 +52	+0.5%	+$1.49K	0.23%	76
2014 Q3	$279K	Sell	9,942 -155	-2%	-$4.35K	0.2%	81
2014 Q2	$284K	Hold	10,097	–	–	0.19%	81
2014 Q1	$308K	Sell	10,097 -26	-0.3%	-$775	0.22%	77
2013 Q4	$294K	Buy	+10,123	New	+$295K	0.22%	77

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Torch Wealth Management's PFE Position: Q4 2019 in Review

Torch Wealth Management reduced its Pfizer (PFE) stake by 1.1% in Q4 2019, selling an estimated $17.2K and leaving 43,461 shares worth $1.61M. The position accounts for 0.89% of the portfolio, ranked #41.

Torch Wealth Management first reported a position in PFE in Q4 2013 and has held it in 25 quarters since. The position peaked at $2M in Q4 2018. 2,525 funds tracked by Wall St. Rank hold PFE as of Q4 2019.

Torch Wealth Management held 43,461 shares of Pfizer worth $1.61M as of Q4 2019.
Torch Wealth Management sold 484 Pfizer shares in Q4 2019, an estimated $17.2K.
Pfizer made up 0.89% of Torch Wealth Management's portfolio in Q4 2019, its #41 holding.
Torch Wealth Management first reported a position in Pfizer in Q4 2013 and has held it in 25 quarters since.
Torch Wealth Management's Pfizer position peaked at $2M in Q4 2018.
2,525 funds tracked by Wall St. Rank held Pfizer as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.