Atlas Private Wealth Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

Atlas Private 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 Q4	–	Sell	-2,432	Closed	-$2M	–	185
2023 Q3	$2M	Sell	2,432 -126	-5%	-$99K	0.38%	44
2023 Q2	$1.84M	Buy	2,558 +1,850	+261%	+$1.43M	0.37%	49
2023 Q1	$582K	Hold	708	–	–	0.27%	70
2022 Q4	$511K	Sell	708 -522	-42%	-$385K	0.27%	77
2022 Q3	$847K	Sell	1,230 -3	-0.2%	-$1.89K	0.51%	45
2022 Q2	$729K	Buy	1,233 +135	+12%	+$87.8K	0.44%	54
2022 Q1	$767K	Hold	1,098	–	–	0.34%	66
2021 Q4	$693K	Buy	1,098 +8	+0.7%	+$4.92K	0.32%	74
2021 Q3	$660K	Sell	1,090 -13	-1%	-$8.07K	0.34%	65
2021 Q2	$616K	Buy	1,103 +6	+0.5%	+$3.04K	0.33%	72
2021 Q1	$519K	Buy	1,097 +20	+2%	+$9.74K	0.29%	73
2020 Q4	$520K	Buy	1,077 +1,068	+11,867%	+$577K	0.35%	66
2020 Q3	$5K	Hold	9	–	–	﹤0.01%	482
2020 Q2	$6K	Buy	+9	New	+$5.11K	0.01%	485

Other funds holding REGN

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atlas Private Wealth Advisors's REGN Position: Q4 2023 in Review

Atlas Private Wealth Advisors sold out of Regeneron Pharmaceuticals (REGN) in Q4 2023, closing a stake of 2,432 shares — an estimated $2M sold.

Atlas Private Wealth Advisors first reported a position in REGN in Q2 2020 and held it in 14 quarters. The position peaked at $2M in Q3 2023. 1,273 funds tracked by Wall St. Rank hold REGN as of Q4 2023.

Atlas Private Wealth Advisors reported no remaining Regeneron Pharmaceuticals position as of Q4 2023 after selling out during the quarter.
Atlas Private Wealth Advisors sold 2,432 Regeneron Pharmaceuticals shares in Q4 2023, an estimated $2M.
Atlas Private Wealth Advisors first reported a position in Regeneron Pharmaceuticals in Q2 2020 and held it in 14 quarters.
Atlas Private Wealth Advisors's Regeneron Pharmaceuticals position peaked at $2M in Q3 2023.
1,273 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q4 2023.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.