AWA
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Amplius Wealth Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

Amplius Wealth Advisors’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
2022
Q1 		– Sell
-33
Closed -$20K – 730
2021
Q4 		$20K Buy
+33
New +$20.3K ﹤0.01% 469

Other funds holding REGN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amplius Wealth Advisors's REGN Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Regeneron Pharmaceuticals (REGN) in Q1 2022, closing a stake of 33 shares — an estimated $20K sold.

Amplius Wealth Advisors first reported a position in REGN in Q4 2021 and held it in 1 quarter. The position peaked at $20K in Q4 2021. 1,095 funds tracked by Wall St. Rank hold REGN as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Regeneron Pharmaceuticals position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 33 Regeneron Pharmaceuticals shares in Q1 2022, an estimated $20K.
  • Amplius Wealth Advisors first reported a position in Regeneron Pharmaceuticals in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Regeneron Pharmaceuticals position peaked at $20K in Q4 2021.
  • 1,095 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.