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Sax Wealth Advisors’s Teva Pharmaceuticals TEVA Stock Holding History

Sax Wealth Advisors’s Portfolio TEVA Stock Details TEVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-17,728
Closed -$391K – 385
2024
Q4 		$391K Hold
17,728
– – 0.03% 227
2024
Q3 		$319K Sell
17,728
-7
-0% -$123 0.03% 215
2024
Q2 		$288K Buy
+17,735
New +$273K 0.03% 211

Other funds holding TEVA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IAM
Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $5.06B AUM 91.14% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Sax Wealth Advisors's TEVA Position: Q1 2025 in Review

Sax Wealth Advisors sold out of Teva Pharmaceuticals (TEVA) in Q1 2025, closing a stake of 17,728 shares — an estimated $391K sold.

Sax Wealth Advisors first reported a position in TEVA in Q2 2024 and held it in 3 quarters. The position peaked at $391K in Q4 2024. 560 funds tracked by Wall St. Rank hold TEVA as of Q1 2025.

  • Sax Wealth Advisors reported no remaining Teva Pharmaceuticals position as of Q1 2025 after selling out during the quarter.
  • Sax Wealth Advisors sold 17,728 Teva Pharmaceuticals shares in Q1 2025, an estimated $391K.
  • Sax Wealth Advisors first reported a position in Teva Pharmaceuticals in Q2 2024 and held it in 3 quarters.
  • Sax Wealth Advisors's Teva Pharmaceuticals position peaked at $391K in Q4 2024.
  • 560 funds tracked by Wall St. Rank held Teva Pharmaceuticals as of Q1 2025.

Based on Sax Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.