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Carolina Wealth Advisors’s Sanofi SNY Stock Holding History

Carolina Wealth 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
-68
Closed -$4K – 301
2021
Q2 		$4K Sell
68
-75
-52% -$3.91K ﹤0.01% 240
2021
Q1 		$7K Buy
143
+75
+110% +$3.6K 0.01% 227
2020
Q4 		$3K Sell
68
-99
-59% -$4.88K ﹤0.01% 207
2020
Q3 		$8K Buy
+167
New +$8.6K 0.01% 149

Other funds holding SNY

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Carolina Wealth Advisors's SNY Position: Q3 2021 in Review

Carolina Wealth Advisors sold out of Sanofi (SNY) in Q3 2021, closing a stake of 68 shares — an estimated $4K sold.

Carolina Wealth Advisors first reported a position in SNY in Q3 2020 and held it in 4 quarters. The position peaked at $8K in Q3 2020. 576 funds tracked by Wall St. Rank hold SNY as of Q3 2021.

  • Carolina Wealth Advisors reported no remaining Sanofi position as of Q3 2021 after selling out during the quarter.
  • Carolina Wealth Advisors sold 68 Sanofi shares in Q3 2021, an estimated $4K.
  • Carolina Wealth Advisors first reported a position in Sanofi in Q3 2020 and held it in 4 quarters.
  • Carolina Wealth Advisors's Sanofi position peaked at $8K in Q3 2020.
  • 576 funds tracked by Wall St. Rank held Sanofi as of Q3 2021.

Based on Carolina Wealth Advisors's 13F filing for Q3 2021, filed 22 Oct 2021.