BerganKDV Wealth Management’s Regeneron Pharmaceuticals REGN Stock Holding History

BerganKDV 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 Q2	$35.2K	Buy	49 +40	+444%	+$30.8K	﹤0.01%	418
2023 Q1	$7.4K	Hold	9	–	–	﹤0.01%	644
2022 Q4	$6.49K	Hold	9	–	–	﹤0.01%	636
2022 Q3	$6K	Hold	9	–	–	﹤0.01%	657
2022 Q2	$5K	Hold	9	–	–	﹤0.01%	710
2022 Q1	$6K	Buy	9 +1	+13%	+$633	﹤0.01%	702
2021 Q4	$5K	Hold	8	–	–	﹤0.01%	783
2021 Q3	$5K	Hold	8	–	–	﹤0.01%	755
2021 Q2	$4K	Hold	8	–	–	﹤0.01%	736
2021 Q1	$4K	Sell	8 -2	-20%	-$974	﹤0.01%	702
2020 Q4	$5K	Buy	10 +2	+25%	+$1.08K	﹤0.01%	662
2020 Q3	$4K	Hold	8	–	–	﹤0.01%	613
2020 Q2	$5K	Buy	8 +6	+300%	+$3.41K	﹤0.01%	633
2020 Q1	$1K	Sell	2 -1,190	-100%	-$491K	﹤0.01%	870
2019 Q4	$448K	Sell	1,192 -54	-4%	-$18.2K	0.08%	158
2019 Q3	$346K	Sell	1,246 -407	-25%	-$120K	0.07%	161
2019 Q2	$517K	Sell	1,653 -6	-0.4%	-$2K	0.1%	135
2019 Q1	$681K	Buy	+1,659	New	+$683K	0.14%	113

Other funds holding REGN

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

BerganKDV Wealth Management's REGN Position: Q2 2023 in Review

BerganKDV Wealth Management increased its Regeneron Pharmaceuticals (REGN) stake by 444% in Q2 2023, buying an estimated $30.8K and bringing the position to 49 shares worth $35.2K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

BerganKDV Wealth Management first reported a position in REGN in Q1 2019 and has held it in 18 quarters since. The position peaked at $681K in Q1 2019. 1,164 funds tracked by Wall St. Rank hold REGN as of Q2 2023.

BerganKDV Wealth Management held 49 shares of Regeneron Pharmaceuticals worth $35.2K as of Q2 2023.
BerganKDV Wealth Management bought 40 Regeneron Pharmaceuticals shares in Q2 2023, an estimated $30.8K.
Regeneron Pharmaceuticals made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #418 holding.
BerganKDV Wealth Management first reported a position in Regeneron Pharmaceuticals in Q1 2019 and has held it in 18 quarters since.
BerganKDV Wealth Management's Regeneron Pharmaceuticals position peaked at $681K in Q1 2019.
1,164 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.