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Riverpoint Wealth Management Holdings’s Pfizer PFE Stock Holding History

Riverpoint Wealth Management Holdings’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
2023
Q4 		– Sell
-10,397
Closed -$345K – 54
2023
Q3 		$345K Sell
10,397
-783
-7% -$27.7K 0.11% 40
2023
Q2 		$410K Buy
11,180
+79
+0.7% +$3.08K 0.13% 34
2023
Q1 		$453K Buy
11,101
+104
+0.9% +$4.49K 0.16% 33
2022
Q4 		$563K Buy
10,997
+82
+0.8% +$3.93K 0.21% 28
2022
Q3 		$478K Buy
10,915
+64
+0.6% +$3.11K 0.2% 29
2022
Q2 		$569K Sell
10,851
-150
-1% -$7.64K 0.23% 26
2022
Q1 		$570K Buy
11,001
+87
+0.8% +$4.51K 0.2% 27
2021
Q4 		$644K Buy
10,914
+100
+0.9% +$4.96K 0.22% 27
2021
Q3 		$465K Sell
10,814
-1,950
-15% -$86.4K 0.16% 41
2021
Q2 		$500K Buy
12,764
+96
+0.8% +$3.73K 0.14% 58
2021
Q1 		$459K Sell
12,668
-1,491
-11% -$52.9K 0.14% 57
2020
Q4 		$521K Buy
14,159
+4
+0% +$147 0.16% 52
2020
Q3 		$493K Buy
14,155
+88
+0.6% +$3.08K 0.18% 49
2020
Q2 		$436K Buy
+14,067
New +$478K 0.17% 49
2020
Q1 		– Sell
-6,242
Closed -$232K – 72
2019
Q4 		$232K Buy
+6,242
New +$222K 0.09% 70
2019
Q1 		– Sell
-6,494
Closed -$269K – 67
2018
Q4 		$269K Sell
6,494
-63
-1% -$2.62K 0.15% 55
2018
Q3 		$276K Sell
6,557
-98
-1% -$3.77K 0.14% 53
2018
Q2 		$229K Buy
+6,655
New +$227K 0.13% 53

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Riverpoint Wealth Management Holdings's PFE Position: Q4 2023 in Review

Riverpoint Wealth Management Holdings sold out of Pfizer (PFE) in Q4 2023, closing a stake of 10,397 shares — an estimated $345K sold.

Riverpoint Wealth Management Holdings first reported a position in PFE in Q2 2018 and held it in 18 quarters. The position peaked at $644K in Q4 2021. 2,936 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

  • Riverpoint Wealth Management Holdings reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
  • Riverpoint Wealth Management Holdings sold 10,397 Pfizer shares in Q4 2023, an estimated $345K.
  • Riverpoint Wealth Management Holdings first reported a position in Pfizer in Q2 2018 and held it in 18 quarters.
  • Riverpoint Wealth Management Holdings's Pfizer position peaked at $644K in Q4 2021.
  • 2,936 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q4 2023, filed 6 Feb 2024.