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Atria Wealth Solutions’s Sanofi SNY Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$280K Sell
5,800
-10,055
-63% -$514K 0.01% 1191
2025
Q1 		$879K Sell
15,855
-1,794
-10% -$97.1K 0.01% 938
2024
Q4 		$851K Sell
17,649
-4,298
-20% -$219K 0.01% 996
2024
Q3 		$1.26M Buy
21,947
+1,256
+6% +$67.8K 0.01% 829
2024
Q2 		$1M Buy
20,691
+1,039
+5% +$50.1K 0.01% 901
2024
Q1 		$955K Buy
19,652
+3,282
+20% +$160K 0.01% 928
2023
Q4 		$814K Buy
16,370
+1,205
+8% +$58.9K 0.01% 956
2023
Q3 		$813K Buy
15,165
+6,847
+82% +$365K 0.01% 908
2023
Q2 		$448K Sell
8,318
-2,201
-21% -$118K 0.01% 1211
2023
Q1 		$572K Buy
10,519
+5,191
+97% +$252K 0.01% 1054
2022
Q4 		$258K Buy
+5,328
New +$234K ﹤0.01% 1444
2022
Q3 		– Sell
-4,939
Closed -$247K – 1847
2022
Q2 		$247K Buy
+4,939
New +$262K 0.01% 1324

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return