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Beaumont Financial Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

Beaumont Financial 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
2024
Q3 		– Sell
-347
Closed -$365K – 371
2024
Q2 		$365K Buy
347
+55
+19% +$53.3K 0.03% 247
2024
Q1 		$281K Sell
292
-45
-13% -$42.8K 0.02% 290
2023
Q4 		$296K Buy
337
+10
+3% +$8.23K 0.03% 264
2023
Q3 		$269K Buy
327
+69
+27% +$54.2K 0.03% 265
2023
Q2 		$212K Hold
258
– – 0.02% 316
2023
Q1 		$212K Buy
+258
New +$195K 0.02% 296

Other funds holding REGN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Beaumont Financial Advisors's REGN Position: Q3 2024 in Review

Beaumont Financial Advisors sold out of Regeneron Pharmaceuticals (REGN) in Q3 2024, closing a stake of 347 shares — an estimated $365K sold.

Beaumont Financial Advisors first reported a position in REGN in Q1 2023 and held it in 6 quarters. The position peaked at $365K in Q2 2024. 1,388 funds tracked by Wall St. Rank hold REGN as of Q3 2024.

  • Beaumont Financial Advisors reported no remaining Regeneron Pharmaceuticals position as of Q3 2024 after selling out during the quarter.
  • Beaumont Financial Advisors sold 347 Regeneron Pharmaceuticals shares in Q3 2024, an estimated $365K.
  • Beaumont Financial Advisors first reported a position in Regeneron Pharmaceuticals in Q1 2023 and held it in 6 quarters.
  • Beaumont Financial Advisors's Regeneron Pharmaceuticals position peaked at $365K in Q2 2024.
  • 1,388 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q3 2024.

Based on Beaumont Financial Advisors's 13F filing for Q3 2024, filed 9 Oct 2024.