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Ascent Wealth Partners’s Sanofi SNY Stock Holding History

Ascent Wealth Partners’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
2014
Q3 		– Sell
-36,860
Closed -$1.96M – 108
2014
Q2 		$1.96M Buy
36,860
+595
+2% +$31.6K 1.24% 39
2014
Q1 		$1.9M Sell
36,265
-60
-0.2% -$3.04K 1.3% 37
2013
Q4 		$1.95M Buy
+36,325
New +$1.87M 1.38% 32

Other funds holding SNY

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

Ascent Wealth Partners's SNY Position: Q3 2014 in Review

Ascent Wealth Partners sold out of Sanofi (SNY) in Q3 2014, closing a stake of 36,860 shares — an estimated $1.96M sold.

Ascent Wealth Partners first reported a position in SNY in Q4 2013 and held it in 3 quarters. The position peaked at $1.96M in Q2 2014. 503 funds tracked by Wall St. Rank hold SNY as of Q3 2014.

  • Ascent Wealth Partners reported no remaining Sanofi position as of Q3 2014 after selling out during the quarter.
  • Ascent Wealth Partners sold 36,860 Sanofi shares in Q3 2014, an estimated $1.96M.
  • Ascent Wealth Partners first reported a position in Sanofi in Q4 2013 and held it in 3 quarters.
  • Ascent Wealth Partners's Sanofi position peaked at $1.96M in Q2 2014.
  • 503 funds tracked by Wall St. Rank held Sanofi as of Q3 2014.

Based on Ascent Wealth Partners's 13F filing for Q3 2014, filed 21 Aug 2019.