Oxford Financial Group’s Pfizer PFE Stock Holding History

Oxford Financial Group’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 Q2	–	Sell	-5,638	Closed	-$230K	–	302
2023 Q1	$230K	Sell	5,638 -1,339	-19%	-$57.8K	0.03%	176
2022 Q4	$358K	Buy	+6,977	New	+$335K	0.04%	138
2022 Q3	–	Sell	-7,260	Closed	-$381K	–	262
2022 Q2	$381K	Buy	+7,260	New	+$370K	0.06%	128

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Oxford Financial Group's PFE Position: Q2 2023 in Review

Oxford Financial Group sold out of Pfizer (PFE) in Q2 2023, closing a stake of 5,638 shares — an estimated $230K sold.

Oxford Financial Group first reported a position in PFE in Q2 2022 and held it in 3 quarters. The position peaked at $381K in Q2 2022. 3,042 funds tracked by Wall St. Rank hold PFE as of Q2 2023.

Oxford Financial Group reported no remaining Pfizer position as of Q2 2023 after selling out during the quarter.
Oxford Financial Group sold 5,638 Pfizer shares in Q2 2023, an estimated $230K.
Oxford Financial Group first reported a position in Pfizer in Q2 2022 and held it in 3 quarters.
Oxford Financial Group's Pfizer position peaked at $381K in Q2 2022.
3,042 funds tracked by Wall St. Rank held Pfizer as of Q2 2023.

Based on Oxford Financial Group's 13F filing for Q2 2023, filed 10 Aug 2023.