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Truepoint Inc’s Pfizer PFE Stock Holding History

Truepoint Inc’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
Q1 		– Sell
-7,865
Closed -$226K – 212
2023
Q4 		$226K Sell
7,865
-849
-10% -$25.7K 0.01% 210
2023
Q3 		$289K Buy
8,714
+1,017
+13% +$36K 0.01% 149
2023
Q2 		$282K Buy
7,697
+2,181
+40% +$84.9K 0.01% 128
2023
Q1 		$225K Sell
5,516
-986
-15% -$42.6K 0.01% 133
2022
Q4 		$333K Buy
6,502
+61
+0.9% +$2.92K 0.01% 121
2022
Q3 		$282K Sell
6,441
-3,038
-32% -$148K 0.01% 128
2022
Q2 		$497K Buy
9,479
+2,666
+39% +$136K 0.03% 95
2022
Q1 		$353K Buy
6,813
+2,307
+51% +$120K 0.02% 108
2021
Q4 		$266K Buy
+4,506
New +$223K 0.01% 118
2021
Q3 		– Sell
-7,176
Closed -$281K – 133
2021
Q2 		$281K Buy
+7,176
New +$279K 0.02% 106
2020
Q1 		– Sell
-6,419
Closed -$239K – 92
2019
Q4 		$239K Sell
6,419
-1,518
-19% -$54.1K 0.02% 108
2019
Q3 		$271K Sell
7,937
-1,757
-18% -$63.9K 0.02% 95
2019
Q2 		$398K Buy
9,694
+3,106
+47% +$123K 0.03% 78
2019
Q1 		$265K Buy
+6,588
New +$264K 0.02% 99
2018
Q3 		– Sell
-6,503
Closed -$224K – 110
2018
Q2 		$224K Buy
+6,503
New +$222K 0.02% 99
2018
Q1 		– Sell
-6,114
Closed -$210K – 105
2017
Q4 		$210K Sell
6,114
-5,329
-47% -$182K 0.02% 88
2017
Q3 		$388K Buy
+11,443
New +$368K 0.04% 66
2017
Q2 		– Sell
-7,301
Closed -$237K – 105
2017
Q1 		$237K Buy
+7,301
New +$230K 0.03% 85

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Truepoint Inc's PFE Position: Q1 2024 in Review

Truepoint Inc sold out of Pfizer (PFE) in Q1 2024, closing a stake of 7,865 shares — an estimated $226K sold.

Truepoint Inc first reported a position in PFE in Q1 2017 and held it in 18 quarters. The position peaked at $497K in Q2 2022. 2,882 funds tracked by Wall St. Rank hold PFE as of Q1 2024.

  • Truepoint Inc reported no remaining Pfizer position as of Q1 2024 after selling out during the quarter.
  • Truepoint Inc sold 7,865 Pfizer shares in Q1 2024, an estimated $226K.
  • Truepoint Inc first reported a position in Pfizer in Q1 2017 and held it in 18 quarters.
  • Truepoint Inc's Pfizer position peaked at $497K in Q2 2022.
  • 2,882 funds tracked by Wall St. Rank held Pfizer as of Q1 2024.

Based on Truepoint Inc's 13F filing for Q1 2024, filed 9 May 2024.