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Baystate Wealth Management’s Sanofi SNY Stock Holding History

Baystate Wealth Management’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
2023
Q4 		$12.4K Hold
250
– – ﹤0.01% 679
2023
Q3 		$13.4K Buy
250
+130
+108% +$6.93K ﹤0.01% 528
2023
Q2 		$6.47K Buy
+120
New +$6.46K ﹤0.01% 652
2022
Q1 		– Sell
-8
Closed – – 933
2021
Q4 		$0 Sell
8
-136
-94% -$6.73K ﹤0.01% 961
2021
Q3 		$7K Buy
144
+136
+1,700% +$6.92K ﹤0.01% 569
2021
Q2 		$0 Hold
8
– – ﹤0.01% 852
2021
Q1 		$0 Sell
8
-108
-93% -$5.19K ﹤0.01% 820
2020
Q4 		$6K Hold
116
– – ﹤0.01% 482
2020
Q3 		$6K Hold
116
– – ﹤0.01% 454
2020
Q2 		$6K Sell
116
-284
-71% -$13.8K ﹤0.01% 446
2020
Q1 		$17K Hold
400
– – ﹤0.01% 311
2019
Q4 		$20K Buy
+400
New +$18.7K ﹤0.01% 322
2018
Q2 		– Sell
-1,127
Closed -$45K – 700
2018
Q1 		$45K Hold
1,127
– – 0.01% 197
2017
Q4 		$49K Hold
1,127
– – 0.01% 203
2017
Q3 		$57K Buy
+1,127
New +$54.5K 0.01% 171

Other funds holding SNY

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Baystate Wealth Management held its Sanofi (SNY) position steady in Q4 2023 at 250 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #679.

Baystate Wealth Management first reported a position in SNY in Q3 2017 and has held it in 15 quarters since. The position peaked at $57K in Q3 2017. 707 funds tracked by Wall St. Rank hold SNY as of Q4 2023.

  • Baystate Wealth Management held 250 shares of Sanofi worth $12.4K as of Q4 2023.
  • Baystate Wealth Management left its Sanofi share count unchanged in Q4 2023.
  • Sanofi made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #679 holding.
  • Baystate Wealth Management first reported a position in Sanofi in Q3 2017 and has held it in 15 quarters since.
  • Baystate Wealth Management's Sanofi position peaked at $57K in Q3 2017.
  • 707 funds tracked by Wall St. Rank held Sanofi as of Q4 2023.

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