Baystate Wealth Management’s Regeneron Pharmaceuticals REGN Stock Holding History

Baystate 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
2023 Q4	$3.51K	Buy	+4	New	+$3.29K	﹤0.01%	957
2023 Q3	–	Sell	-8	Closed	-$5.75K	–	1082
2023 Q2	$5.75K	Hold	8	–	–	﹤0.01%	678
2023 Q1	$6.57K	Buy	8 +6	+300%	+$4.53K	﹤0.01%	638
2022 Q4	$1K	Buy	+2	New	+$1.48K	﹤0.01%	894
2022 Q2	–	Sell	-7	Closed	-$4.55K	–	944
2022 Q1	$5K	Hold	7	–	–	﹤0.01%	656
2021 Q4	$4K	Hold	7	–	–	﹤0.01%	689
2021 Q3	$4K	Hold	7	–	–	﹤0.01%	620
2021 Q2	$4K	Hold	7	–	–	﹤0.01%	589
2021 Q1	$3K	Hold	7	–	–	﹤0.01%	568
2020 Q4	$3K	Hold	7	–	–	﹤0.01%	542
2020 Q3	$4K	Hold	7	–	–	﹤0.01%	477
2020 Q2	$4K	Hold	7	–	–	﹤0.01%	489
2020 Q1	$3K	Hold	7	–	–	﹤0.01%	479
2019 Q4	$3K	Hold	7	–	–	﹤0.01%	492
2019 Q3	$2K	Hold	7	–	–	﹤0.01%	488
2019 Q2	$2K	Hold	7	–	–	﹤0.01%	501
2019 Q1	$2K	Hold	7	–	–	﹤0.01%	518
2018 Q4	$3K	Hold	7	–	–	﹤0.01%	484
2018 Q3	$3K	Hold	7	–	–	﹤0.01%	491
2018 Q2	$3K	Hold	7	–	–	﹤0.01%	510
2018 Q1	$2K	Hold	7	–	–	﹤0.01%	517
2017 Q4	$2K	Hold	7	–	–	﹤0.01%	514
2017 Q3	$3K	Hold	7	–	–	﹤0.01%	462
2017 Q2	$3K	Sell	7 -80	-92%	-$35K	﹤0.01%	462
2017 Q1	$32K	Hold	87	–	–	0.01%	217
2016 Q4	$33K	Buy	+87	New	+$33.1K	0.01%	180

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

Baystate Wealth Management's REGN Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Regeneron Pharmaceuticals (REGN) in Q4 2023: 4 shares worth $3.51K. The stake represents ﹤0.01% of the portfolio and ranks #957 among its holdings. This is a return to the name: Baystate Wealth Management previously reported a position in REGN as recently as Q2 2023.

Baystate Wealth Management first reported a position in REGN in Q4 2016 and has held it in 26 quarters since. The position peaked at $33K in Q4 2016. 1,272 funds tracked by Wall St. Rank hold REGN as of Q4 2023.

Baystate Wealth Management held 4 shares of Regeneron Pharmaceuticals worth $3.51K as of Q4 2023.
Regeneron Pharmaceuticals was a new Baystate Wealth Management position in Q4 2023.
Regeneron Pharmaceuticals made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #957 holding.
Baystate Wealth Management first reported a position in Regeneron Pharmaceuticals in Q4 2016 and has held it in 26 quarters since.
Baystate Wealth Management's Regeneron Pharmaceuticals position peaked at $33K in Q4 2016.
1,272 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.