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AWM
Avitas Wealth Management’s
Regeneron Pharmaceuticals
REGN
Stock Holding History
Avitas Wealth Management’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
$265K
Buy
372
+42
+13%
+$35.2K
0.04%
184
2024
Q3
$347K
Sell
330
-24
-7%
-$26.7K
0.05%
179
2024
Q2
$372K
Sell
354
-20
-5%
-$19.4K
0.05%
179
2024
Q1
$360K
Sell
374
-8
-2%
-$7.61K
0.05%
188
2023
Q4
$336K
Sell
382
-149
-28%
-$123K
0.06%
179
2023
Q3
$437K
Sell
531
-19
-3%
-$14.9K
0.08%
170
2023
Q2
$395K
Sell
550
-7
-1%
-$5.4K
0.07%
169
2023
Q1
$458K
Sell
557
-20
-3%
-$15.1K
0.09%
160
2022
Q4
$416K
Buy
577
+2
+0.3%
+$1.48K
0.09%
155
2022
Q3
$396K
Buy
575
+2
+0.3%
+$1.26K
0.09%
148
2022
Q2
$339K
Buy
+573
New
+$372K
0.07%
162
2021
Q1
–
Sell
-6,918
Closed
-$3.34M
–
226
2020
Q4
$3.34M
Buy
6,918
+334
+5%
+$180K
0.68%
44
2020
Q3
$3.69M
Buy
6,584
+45
+0.7%
+$27.3K
1.03%
24
2020
Q2
$4.08M
Sell
6,539
-1,092
-14%
-$620K
1.35%
16
2020
Q1
$3.73M
Buy
+7,631
New
+$3.15M
1.7%
12
2019
Q2
–
Sell
-7,350
Closed
-$3.02M
–
176
2019
Q1
$3.02M
Buy
+7,350
New
+$3.03M
0.88%
45
Other funds holding REGN
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Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T 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
$1.47T 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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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