BDO Wealth Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

BDO Wealth Advisors’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 Q2	$2.02M	Buy	2,816 +28	+1%	+$21.6K	0.23%	90
2023 Q1	$2.29M	Sell	2,788 -74	-3%	-$55.8K	0.28%	77
2022 Q4	$2.06M	Sell	2,862 -42	-1%	-$31K	0.26%	85
2022 Q3	$2M	Sell	2,904 -147	-5%	-$92.5K	0.27%	80
2022 Q2	$1.8M	Sell	3,051 -4	-0.1%	-$2.6K	0.22%	88
2022 Q1	$2.13M	Buy	3,055 +87	+3%	+$55K	0.23%	83
2021 Q4	$1.87M	Buy	2,968 +137	+5%	+$84.2K	0.2%	89
2021 Q3	$1.71M	Buy	2,831 +80	+3%	+$49.7K	0.19%	90
2021 Q2	$1.54M	Buy	2,751 +2,554	+1,296%	+$1.29M	0.17%	104
2021 Q1	$93K	Buy	197 +190	+2,714%	+$92.5K	0.01%	364
2020 Q4	$3K	Hold	7	–	–	﹤0.01%	725
2020 Q3	$4K	Buy	+7	New	+$4.24K	﹤0.01%	596
2019 Q1	–	Sell	-50	Closed	-$19K	–	654
2018 Q4	$19K	Hold	50	–	–	0.01%	352
2018 Q3	$20K	Hold	50	–	–	0.01%	383
2018 Q2	$17K	Buy	+50	New	+$15.6K	0.01%	400
2017 Q3	–	Sell	-50	Closed	-$25K	–	522
2017 Q2	$25K	Buy	+50	New	+$21.9K	0.01%	286

Other funds holding REGN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BDO Wealth Advisors's REGN Position: Q2 2023 in Review

BDO Wealth Advisors increased its Regeneron Pharmaceuticals (REGN) stake by 1% in Q2 2023, buying an estimated $21.6K and bringing the position to 2,816 shares worth $2.02M. The position accounts for 0.23% of the portfolio, ranked #90.

BDO Wealth Advisors first reported a position in REGN in Q2 2017 and has held it in 16 quarters since. The position peaked at $2.29M in Q1 2023. 1,165 funds tracked by Wall St. Rank hold REGN as of Q2 2023.

BDO Wealth Advisors held 2,816 shares of Regeneron Pharmaceuticals worth $2.02M as of Q2 2023.
BDO Wealth Advisors bought 28 Regeneron Pharmaceuticals shares in Q2 2023, an estimated $21.6K.
Regeneron Pharmaceuticals made up 0.23% of BDO Wealth Advisors's portfolio in Q2 2023, its #90 holding.
BDO Wealth Advisors first reported a position in Regeneron Pharmaceuticals in Q2 2017 and has held it in 16 quarters since.
BDO Wealth Advisors's Regeneron Pharmaceuticals position peaked at $2.29M in Q1 2023.
1,165 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.