AWM
SNY icon

Aevitas Wealth Management’s Sanofi SNY Stock Holding History

Aevitas Wealth Management’s Portfolio SNY Stock Details SNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-800
Closed -$35K – 302
2019
Q1 		$35K Sell
800
-800
-50% -$34.3K 0.03% 212
2018
Q4 		$69K Hold
1,600
– – 0.07% 149
2018
Q3 		$71K Buy
1,600
+200
+14% +$8.54K 0.06% 163
2018
Q2 		$56K Sell
1,400
-152
-10% -$5.98K 0.05% 182
2018
Q1 		$62K Hold
1,552
– – 0.06% 165
2017
Q4 		$67K Buy
+1,552
New +$71.6K 0.06% 170

Other funds holding SNY

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aevitas Wealth Management's SNY Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Sanofi (SNY) in Q2 2019, closing a stake of 800 shares — an estimated $35K sold.

Aevitas Wealth Management first reported a position in SNY in Q4 2017 and held it in 6 quarters. The position peaked at $71K in Q3 2018. 482 funds tracked by Wall St. Rank hold SNY as of Q2 2019.

  • Aevitas Wealth Management reported no remaining Sanofi position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 800 Sanofi shares in Q2 2019, an estimated $35K.
  • Aevitas Wealth Management first reported a position in Sanofi in Q4 2017 and held it in 6 quarters.
  • Aevitas Wealth Management's Sanofi position peaked at $71K in Q3 2018.
  • 482 funds tracked by Wall St. Rank held Sanofi as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.