9WM
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9258 Wealth Management’s Regeneron Pharmaceuticals REGN Stock Holding History

9258 Wealth Management’s Portfolio REGN Stock Details REGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$226K Hold
215
– – 0.03% 320
2024
Q2 		$226K Hold
215
– – 0.03% 311
2024
Q1 		$207K Buy
+215
New +$204K 0.03% 329
2022
Q2 		– Sell
-315
Closed -$220K – 351
2022
Q1 		$220K Buy
+315
New +$199K 0.05% 331

Other funds holding REGN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

9258 Wealth Management's REGN Position: Q3 2024 in Review

9258 Wealth Management held its Regeneron Pharmaceuticals (REGN) position steady in Q3 2024 at 215 shares worth $226K. The position accounts for 0.03% of the portfolio, ranked #320.

9258 Wealth Management first reported a position in REGN in Q1 2022 and has held it in 4 quarters since. 1,388 funds tracked by Wall St. Rank hold REGN as of Q3 2024.

  • 9258 Wealth Management held 215 shares of Regeneron Pharmaceuticals worth $226K as of Q3 2024.
  • 9258 Wealth Management left its Regeneron Pharmaceuticals share count unchanged in Q3 2024.
  • Regeneron Pharmaceuticals made up 0.03% of 9258 Wealth Management's portfolio in Q3 2024, its #320 holding.
  • 9258 Wealth Management first reported a position in Regeneron Pharmaceuticals in Q1 2022 and has held it in 4 quarters since.
  • 1,388 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.