Baldwin Wealth Partners’s Sanofi SNY Stock Holding History

Baldwin Wealth 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 Q3	–	Sell	-300	Closed	-$14.6K	–	1165
2024 Q2	$14.6K	Hold	300	–	–	﹤0.01%	505
2024 Q1	$14.6K	Hold	300	–	–	﹤0.01%	524
2023 Q4	$14.9K	Hold	300	–	–	﹤0.01%	537
2023 Q3	$16.1K	Hold	300	–	–	﹤0.01%	534
2023 Q2	$16.2K	Hold	300	–	–	﹤0.01%	556
2023 Q1	$16.3K	Hold	300	–	–	﹤0.01%	569
2022 Q4	$14.5K	Hold	300	–	–	﹤0.01%	570
2022 Q3	$11K	Hold	300	–	–	﹤0.01%	513
2022 Q2	$15K	Hold	300	–	–	﹤0.01%	501
2022 Q1	$15K	Hold	300	–	–	﹤0.01%	507
2021 Q4	$15K	Hold	300	–	–	﹤0.01%	474
2021 Q3	$14K	Hold	300	–	–	﹤0.01%	487
2021 Q2	$16K	Buy	+300	New	+$15.7K	﹤0.01%	491
2019 Q4	–	Sell	-40	Closed	-$2K	–	554
2019 Q3	$2K	Sell	40 -8,255	-100%	-$356K	﹤0.01%	501
2019 Q2	$359K	Sell	8,295 -2,096	-20%	-$89.1K	0.05%	155
2019 Q1	$460K	Hold	10,391	–	–	0.07%	128
2018 Q4	$451K	Hold	10,391	–	–	0.08%	124
2018 Q3	$464K	Sell	10,391 -730	-7%	-$31.2K	0.07%	135
2018 Q2	$445K	Hold	11,121	–	–	0.07%	134
2018 Q1	$446K	Hold	11,121	–	–	0.07%	134
2017 Q4	$478K	Buy	11,121 +5,742	+107%	+$265K	0.07%	130
2017 Q3	$268K	Buy	+5,379	New	+$260K	0.04%	169

Other funds holding SNY

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Baldwin Wealth Partners's SNY Position: Q3 2024 in Review

Baldwin Wealth Partners sold out of Sanofi (SNY) in Q3 2024, closing a stake of 300 shares — an estimated $14.6K sold.

Baldwin Wealth Partners first reported a position in SNY in Q3 2017 and held it in 22 quarters. The position peaked at $478K in Q4 2017. 758 funds tracked by Wall St. Rank hold SNY as of Q3 2024.

Baldwin Wealth Partners reported no remaining Sanofi position as of Q3 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 300 Sanofi shares in Q3 2024, an estimated $14.6K.
Baldwin Wealth Partners first reported a position in Sanofi in Q3 2017 and held it in 22 quarters.
Baldwin Wealth Partners's Sanofi position peaked at $478K in Q4 2017.
758 funds tracked by Wall St. Rank held Sanofi as of Q3 2024.

Based on Baldwin Wealth Partners's 13F filing for Q3 2024, filed 16 Oct 2024.