Okabena Investment Services’s Pfizer PFE Stock Holding History

Okabena Investment Services’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	-18,766	Closed	-$543K	–	120
2024 Q3	$543K	Buy	18,766 +5	+0%	+$146	0.15%	87
2024 Q2	$525K	Buy	+18,761	New	+$517K	0.17%	85
2023 Q2	–	Sell	-4,282	Closed	-$175K	–	217
2023 Q1	$175K	Sell	4,282 -102	-2%	-$4.41K	0.12%	68
2022 Q4	$225K	Sell	4,384 -4,141	-49%	-$199K	0.15%	83
2022 Q3	$373K	Buy	8,525 +4,139	+94%	+$201K	0.18%	84
2022 Q2	$230K	Hold	4,386	–	–	0.12%	88
2022 Q1	$227K	Hold	4,386	–	–	0.1%	98
2021 Q4	$259K	Hold	4,386	–	–	0.1%	97
2021 Q3	$189K	Hold	4,386	–	–	0.1%	82
2021 Q2	$172K	Buy	+4,386	New	+$171K	0.08%	77

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Okabena Investment Services's PFE Position: Q4 2024 in Review

Okabena Investment Services sold out of Pfizer (PFE) in Q4 2024, closing a stake of 18,766 shares — an estimated $543K sold.

Okabena Investment Services first reported a position in PFE in Q2 2021 and held it in 10 quarters. The position peaked at $543K in Q3 2024. 2,995 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

Okabena Investment Services reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
Okabena Investment Services sold 18,766 Pfizer shares in Q4 2024, an estimated $543K.
Okabena Investment Services first reported a position in Pfizer in Q2 2021 and held it in 10 quarters.
Okabena Investment Services's Pfizer position peaked at $543K in Q3 2024.
2,995 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Okabena Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.