Capital Planning Advisors’s Sanofi SNY Stock Holding History

Capital Planning 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
2021 Q3	–	Sell	-4,002	Closed	-$211K	–	150
2021 Q2	$211K	Buy	+4,002	New	+$209K	0.04%	145

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

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

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Capital Planning Advisors's SNY Position: Q3 2021 in Review

Capital Planning Advisors sold out of Sanofi (SNY) in Q3 2021, closing a stake of 4,002 shares — an estimated $211K sold.

Capital Planning Advisors first reported a position in SNY in Q2 2021 and held it in 1 quarter. The position peaked at $211K in Q2 2021. 576 funds tracked by Wall St. Rank hold SNY as of Q3 2021.

Capital Planning Advisors reported no remaining Sanofi position as of Q3 2021 after selling out during the quarter.
Capital Planning Advisors sold 4,002 Sanofi shares in Q3 2021, an estimated $211K.
Capital Planning Advisors first reported a position in Sanofi in Q2 2021 and held it in 1 quarter.
Capital Planning Advisors's Sanofi position peaked at $211K in Q2 2021.
576 funds tracked by Wall St. Rank held Sanofi as of Q3 2021.

Based on Capital Planning Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.