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Capital Wealth Planning’s Sanofi SNY Stock Holding History

Capital Wealth Planning’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
2023
Q4 		– Sell
-20,160
Closed -$1.08M – 162
2023
Q3 		$1.08M Buy
20,160
+9,920
+97% +$529K 0.01% 58
2023
Q2 		$552K Sell
10,240
-320
-3% -$17.2K 0.01% 88
2023
Q1 		$575K Buy
+10,560
New +$514K 0.01% 74

Other funds holding SNY

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Capital Wealth Planning's SNY Position: Q4 2023 in Review

Capital Wealth Planning sold out of Sanofi (SNY) in Q4 2023, closing a stake of 20,160 shares — an estimated $1.08M sold.

Capital Wealth Planning first reported a position in SNY in Q1 2023 and held it in 3 quarters. The position peaked at $1.08M in Q3 2023. 709 funds tracked by Wall St. Rank hold SNY as of Q4 2023.

  • Capital Wealth Planning reported no remaining Sanofi position as of Q4 2023 after selling out during the quarter.
  • Capital Wealth Planning sold 20,160 Sanofi shares in Q4 2023, an estimated $1.08M.
  • Capital Wealth Planning first reported a position in Sanofi in Q1 2023 and held it in 3 quarters.
  • Capital Wealth Planning's Sanofi position peaked at $1.08M in Q3 2023.
  • 709 funds tracked by Wall St. Rank held Sanofi as of Q4 2023.

Based on Capital Wealth Planning's 13F filing for Q4 2023, filed 8 Feb 2024.