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Trueblood Wealth Management’s Pfizer PFE Stock Holding History

Trueblood 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
2024
Q4 		– Sell
-9,159
Closed -$265K – 236
2024
Q3 		$265K Sell
9,159
-709
-7% -$20.7K 0.13% 189
2024
Q2 		$276K Sell
9,868
-4,352
-31% -$120K 0.16% 173
2024
Q1 		$395K Sell
14,220
-1,165
-8% -$32.3K 0.23% 128
2023
Q4 		$443K Buy
+15,385
New +$465K 0.28% 110

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Trueblood Wealth Management's PFE Position: Q4 2024 in Review

Trueblood Wealth Management sold out of Pfizer (PFE) in Q4 2024, closing a stake of 9,159 shares — an estimated $265K sold.

Trueblood Wealth Management first reported a position in PFE in Q4 2023 and held it in 4 quarters. The position peaked at $443K in Q4 2023. 2,996 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

  • Trueblood Wealth Management reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
  • Trueblood Wealth Management sold 9,159 Pfizer shares in Q4 2024, an estimated $265K.
  • Trueblood Wealth Management first reported a position in Pfizer in Q4 2023 and held it in 4 quarters.
  • Trueblood Wealth Management's Pfizer position peaked at $443K in Q4 2023.
  • 2,996 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Trueblood Wealth Management's 13F filing for Q4 2024, filed 16 Jan 2025.