Number of Shares
1.52 Mil
Current Holdings Value*
$38.44 Mil
% of Portfolio
0.43%
Total Estimate Gain
$-18.95 Mil
% of Total Estimate Gain
-21.56%

Beacon Pointe Advisors, LLC's Pfizer Inc Holding Summary

As of 2025-03-31, Beacon Pointe Advisors, LLC held 1.52 Mil shares of Pfizer Inc(PFE), totaling $38.44 Mil. This investment constitutes 0.43% of their stock portfolio, and Beacon Pointe Advisors, LLC now holds 0.03% of the outstanding Pfizer Inc(PFE) stock.

The initial trade took place in 2018Q4. And since then Beacon Pointe Advisors, LLC has made 17 purchases of PFE, at an average price of $34.39, for a total of 2.56 Mil shares. In addition, there have been 8 sales at an average price of $31.04 for 1.04 Mil shares. Based on historical transaction data and PFE's current price of $24.19, Beacon Pointe Advisors, LLC's estimated gain on his PFE holdings is $-18.95 Mil, reflecting a -21.56% gain to date.

Beacon Pointe Advisors, LLC PFE ($24.19) Holding Chart

Beacon Pointe Advisors, LLC PFE ($24.19) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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