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Avantax Planning Partners’s Sanofi SNY Stock Holding History

Avantax Planning 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
2024
Q4 		– Sell
-4,027
Closed -$232K – 453
2024
Q3 		$232K Buy
+4,027
New +$217K 0.01% 391
2018
Q4 		– Sell
-239
Closed -$11K – 1052
2018
Q3 		$11K Buy
+239
New +$10.2K ﹤0.01% 862
2018
Q2 		– Sell
-358
Closed -$14K – 1290
2018
Q1 		$14K Buy
+358
New +$14.9K ﹤0.01% 919

Other funds holding SNY

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Avantax Planning Partners's SNY Position: Q4 2024 in Review

Avantax Planning Partners sold out of Sanofi (SNY) in Q4 2024, closing a stake of 4,027 shares — an estimated $232K sold.

Avantax Planning Partners first reported a position in SNY in Q1 2018 and held it in 3 quarters. The position peaked at $232K in Q3 2024. 732 funds tracked by Wall St. Rank hold SNY as of Q4 2024.

  • Avantax Planning Partners reported no remaining Sanofi position as of Q4 2024 after selling out during the quarter.
  • Avantax Planning Partners sold 4,027 Sanofi shares in Q4 2024, an estimated $232K.
  • Avantax Planning Partners first reported a position in Sanofi in Q1 2018 and held it in 3 quarters.
  • Avantax Planning Partners's Sanofi position peaked at $232K in Q3 2024.
  • 732 funds tracked by Wall St. Rank held Sanofi as of Q4 2024.

Based on Avantax Planning Partners's 13F filing for Q4 2024, filed 7 Feb 2025.