Asset Planning Corporation’s Regeneron Pharmaceuticals REGN Stock Holding History

Asset Planning Corporation’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
2024 Q4	–	Sell	-280	Closed	-$294K	–	45
2024 Q3	$294K	Hold	280	–	–	0.19%	39
2024 Q2	$294K	Hold	280	–	–	0.22%	35
2024 Q1	$269K	Hold	280	–	–	0.2%	37
2023 Q4	$246K	Hold	280	–	–	0.19%	36
2023 Q3	$230K	Hold	280	–	–	0.18%	37
2023 Q2	$201K	Hold	280	–	–	0.15%	40
2023 Q1	$230K	Hold	280	–	–	0.18%	34
2022 Q4	$202K	Buy	+280	New	+$207K	0.17%	38

Other funds holding REGN

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

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

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

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

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

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

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

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

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

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

Asset Planning Corporation's REGN Position: Q4 2024 in Review

Asset Planning Corporation sold out of Regeneron Pharmaceuticals (REGN) in Q4 2024, closing a stake of 280 shares — an estimated $294K sold.

Asset Planning Corporation first reported a position in REGN in Q4 2022 and held it in 8 quarters. The position peaked at $294K in Q3 2024. 1,317 funds tracked by Wall St. Rank hold REGN as of Q4 2024.

Asset Planning Corporation reported no remaining Regeneron Pharmaceuticals position as of Q4 2024 after selling out during the quarter.
Asset Planning Corporation sold 280 Regeneron Pharmaceuticals shares in Q4 2024, an estimated $294K.
Asset Planning Corporation first reported a position in Regeneron Pharmaceuticals in Q4 2022 and held it in 8 quarters.
Asset Planning Corporation's Regeneron Pharmaceuticals position peaked at $294K in Q3 2024.
1,317 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q4 2024.

Based on Asset Planning Corporation's 13F filing for Q4 2024, filed 24 Jan 2025.