Amplius Wealth Advisors’s Sanofi SNY Stock Holding History

Amplius Wealth Advisors’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
2022 Q4	–	Sell	-6,321	Closed	-$240K	–	187
2022 Q3	$240K	Sell	6,321 -7,287	-54%	-$325K	0.04%	132
2022 Q2	$680K	Sell	13,608 -701	-5%	-$37.2K	0.11%	73
2022 Q1	$734K	Buy	14,309 +462	+3%	+$23.9K	0.11%	77
2021 Q4	$693K	Buy	+13,847	New	+$685K	0.1%	86

Other funds holding SNY

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Amplius Wealth Advisors's SNY Position: Q4 2022 in Review

Amplius Wealth Advisors sold out of Sanofi (SNY) in Q4 2022, closing a stake of 6,321 shares — an estimated $240K sold.

Amplius Wealth Advisors first reported a position in SNY in Q4 2021 and held it in 4 quarters. The position peaked at $734K in Q1 2022. 643 funds tracked by Wall St. Rank hold SNY as of Q4 2022.

Amplius Wealth Advisors reported no remaining Sanofi position as of Q4 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 6,321 Sanofi shares in Q4 2022, an estimated $240K.
Amplius Wealth Advisors first reported a position in Sanofi in Q4 2021 and held it in 4 quarters.
Amplius Wealth Advisors's Sanofi position peaked at $734K in Q1 2022.
643 funds tracked by Wall St. Rank held Sanofi as of Q4 2022.

Based on Amplius Wealth Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.