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BerganKDV Wealth Management’s Sanofi SNY Stock Holding History

BerganKDV 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
2020
Q2 		– Sell
-87
Closed -$4K – 1081
2020
Q1 		$4K Hold
87
– – ﹤0.01% 631
2019
Q4 		$4K Hold
87
– – ﹤0.01% 676
2019
Q3 		$4K Hold
87
– – ﹤0.01% 591
2019
Q2 		$4K Hold
87
– – ﹤0.01% 616
2019
Q1 		$4K Hold
87
– – ﹤0.01% 618
2018
Q4 		$4K Buy
+87
New +$3.84K ﹤0.01% 572

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

BerganKDV Wealth Management's SNY Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of Sanofi (SNY) in Q2 2020, closing a stake of 87 shares — an estimated $4K sold.

BerganKDV Wealth Management first reported a position in SNY in Q4 2018 and held it in 6 quarters. The position peaked at $4K in Q1 2020. 582 funds tracked by Wall St. Rank hold SNY as of Q2 2020.

  • BerganKDV Wealth Management reported no remaining Sanofi position as of Q2 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 87 Sanofi shares in Q2 2020, an estimated $4K.
  • BerganKDV Wealth Management first reported a position in Sanofi in Q4 2018 and held it in 6 quarters.
  • BerganKDV Wealth Management's Sanofi position peaked at $4K in Q1 2020.
  • 582 funds tracked by Wall St. Rank held Sanofi as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.