Triune Financial Partners’s Pfizer PFE Stock Holding History

Triune Financial 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
2023 Q4	–	Sell	-9,474	Closed	-$314K	–	35
2023 Q3	$314K	Buy	9,474 +54	+0.6%	+$1.91K	0.13%	24
2023 Q2	$346K	Buy	+9,420	New	+$367K	0.14%	23
2023 Q1	–	Sell	-4,692	Closed	-$240K	–	31
2022 Q4	$240K	Sell	4,692 -794	-14%	-$38.1K	0.11%	23
2022 Q3	$240K	Buy	5,486 +47	+0.9%	+$2.28K	0.13%	17
2022 Q2	$285K	Buy	5,439 +40	+0.7%	+$2.04K	0.15%	16
2022 Q1	$280K	Buy	5,399 +45	+0.8%	+$2.33K	0.15%	18
2021 Q4	$316K	Buy	+5,354	New	+$265K	0.16%	16
2021 Q2	$206K	Buy	+5,271	New	+$205K	0.17%	21

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Triune Financial Partners's PFE Position: Q4 2023 in Review

Triune Financial Partners sold out of Pfizer (PFE) in Q4 2023, closing a stake of 9,474 shares — an estimated $314K sold.

Triune Financial Partners first reported a position in PFE in Q2 2021 and held it in 8 quarters. The position peaked at $346K in Q2 2023. 2,935 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

Triune Financial Partners reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
Triune Financial Partners sold 9,474 Pfizer shares in Q4 2023, an estimated $314K.
Triune Financial Partners first reported a position in Pfizer in Q2 2021 and held it in 8 quarters.
Triune Financial Partners's Pfizer position peaked at $346K in Q2 2023.
2,935 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Triune Financial Partners's 13F filing for Q4 2023, filed 14 Nov 2024.