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Mason & Associates (California)’s Pfizer PFE Stock Holding History

Mason & Associates (California)’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
-14,855
Closed -$430K – 117
2024
Q3 		$430K Sell
14,855
-90
-0.6% -$2.63K 0.11% 78
2024
Q2 		$418K Hold
14,945
– – 0.11% 74
2024
Q1 		$415K Buy
+14,945
New +$415K 0.11% 68

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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

Mason & Associates (California)'s PFE Position: Q4 2024 in Review

Mason & Associates (California) sold out of Pfizer (PFE) in Q4 2024, closing a stake of 14,855 shares — an estimated $430K sold.

Mason & Associates (California) first reported a position in PFE in Q1 2024 and held it in 3 quarters. The position peaked at $430K in Q3 2024. 2,996 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

  • Mason & Associates (California) reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
  • Mason & Associates (California) sold 14,855 Pfizer shares in Q4 2024, an estimated $430K.
  • Mason & Associates (California) first reported a position in Pfizer in Q1 2024 and held it in 3 quarters.
  • Mason & Associates (California)'s Pfizer position peaked at $430K in Q3 2024.
  • 2,996 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Mason & Associates (California)'s 13F filing for Q4 2024, filed 14 Jan 2025.