Capital Performance Advisors’s Sanofi SNY Stock Holding History

Capital Performance Advisors’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
2024 Q4	–	Sell	-300	Closed	-$17.3K	–	2310
2024 Q3	$17.3K	Buy	+300	New	+$16.2K	0.01%	655

Other funds holding SNY

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Capital Performance Advisors's SNY Position: Q4 2024 in Review

Capital Performance Advisors sold out of Sanofi (SNY) in Q4 2024, closing a stake of 300 shares — an estimated $17.3K sold.

Capital Performance Advisors first reported a position in SNY in Q3 2024 and held it in 1 quarter. The position peaked at $17.3K in Q3 2024. 730 funds tracked by Wall St. Rank hold SNY as of Q4 2024.

Capital Performance Advisors reported no remaining Sanofi position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 300 Sanofi shares in Q4 2024, an estimated $17.3K.
Capital Performance Advisors first reported a position in Sanofi in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's Sanofi position peaked at $17.3K in Q3 2024.
730 funds tracked by Wall St. Rank held Sanofi as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.