Oxinas Partners Wealth Management’s Pfizer PFE Stock Holding History

Oxinas Partners 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 Q3	–	Sell	-7,231	Closed	-$202K	–	125
2024 Q2	$202K	Sell	7,231 -2,123	-23%	-$58.4K	0.13%	117
2024 Q1	$260K	Sell	9,354 -879	-9%	-$24.4K	0.17%	104
2023 Q4	$295K	Sell	10,233 -1,152	-10%	-$34.8K	0.21%	84
2023 Q3	$378K	Sell	11,385 -512	-4%	-$18.1K	0.28%	68
2023 Q2	$436K	Buy	11,897 +6,084	+105%	+$237K	0.29%	71
2023 Q1	$237K	Sell	5,813 -503	-8%	-$21.7K	0.17%	93
2022 Q4	$324K	Sell	6,316 -106	-2%	-$5.08K	0.27%	66
2022 Q3	$281K	Buy	6,422 +58	+0.9%	+$2.82K	0.23%	72
2022 Q2	$334K	Buy	6,364 +33	+0.5%	+$1.68K	0.25%	75
2022 Q1	$328K	Sell	6,331 -17	-0.3%	-$882	0.21%	79
2021 Q4	$375K	Sell	6,348 -369	-5%	-$18.3K	0.21%	99
2021 Q3	$289K	Sell	6,717 -78	-1%	-$3.46K	0.17%	119
2021 Q2	$266K	Sell	6,795 -1,612	-19%	-$62.7K	0.15%	126
2021 Q1	$305K	Sell	8,407 -224	-3%	-$7.95K	0.19%	107
2020 Q4	$318K	Buy	+8,631	New	+$317K	0.24%	87

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Oxinas Partners Wealth Management's PFE Position: Q3 2024 in Review

Oxinas Partners Wealth Management sold out of Pfizer (PFE) in Q3 2024, closing a stake of 7,231 shares — an estimated $202K sold.

Oxinas Partners Wealth Management first reported a position in PFE in Q4 2020 and held it in 15 quarters. The position peaked at $436K in Q2 2023. 2,909 funds tracked by Wall St. Rank hold PFE as of Q3 2024.

Oxinas Partners Wealth Management reported no remaining Pfizer position as of Q3 2024 after selling out during the quarter.
Oxinas Partners Wealth Management sold 7,231 Pfizer shares in Q3 2024, an estimated $202K.
Oxinas Partners Wealth Management first reported a position in Pfizer in Q4 2020 and held it in 15 quarters.
Oxinas Partners Wealth Management's Pfizer position peaked at $436K in Q2 2023.
2,909 funds tracked by Wall St. Rank held Pfizer as of Q3 2024.

Based on Oxinas Partners Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.