Arete Wealth Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

Arete 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
2023 Q1	–	Sell	-279	Closed	-$201M	–	707
2022 Q4	$201M	Sell	279 -22	-7%	-$16.2K	0.02%	558
2022 Q3	$207K	Buy	+301	New	+$189K	0.02%	513
2022 Q2	–	Sell	-302	Closed	-$211K	–	543
2022 Q1	$211K	Sell	302 -92	-23%	-$58.2K	0.02%	466
2021 Q4	$247K	Buy	+394	New	+$242K	0.02%	425

Other funds holding REGN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Arete Wealth Advisors's REGN Position: Q1 2023 in Review

Arete Wealth Advisors sold out of Regeneron Pharmaceuticals (REGN) in Q1 2023, closing a stake of 279 shares — an estimated $201M sold.

Arete Wealth Advisors first reported a position in REGN in Q4 2021 and held it in 4 quarters. The position peaked at $201M in Q4 2022. 1,192 funds tracked by Wall St. Rank hold REGN as of Q1 2023.

Arete Wealth Advisors reported no remaining Regeneron Pharmaceuticals position as of Q1 2023 after selling out during the quarter.
Arete Wealth Advisors sold 279 Regeneron Pharmaceuticals shares in Q1 2023, an estimated $201M.
Arete Wealth Advisors first reported a position in Regeneron Pharmaceuticals in Q4 2021 and held it in 4 quarters.
Arete Wealth Advisors's Regeneron Pharmaceuticals position peaked at $201M in Q4 2022.
1,192 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q1 2023.

Based on Arete Wealth Advisors's 13F filing for Q1 2023, filed 1 May 2023.