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Cassady Schiller Wealth Management’s Regeneron Pharmaceuticals REGN Stock Holding History

Cassady Schiller Wealth Management’s Portfolio REGN Stock Details REGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$5.7K Buy
+8
New +$6.71K ﹤0.01% 388
2022
Q1 		– Sell
-2
Closed -$1K – 484
2021
Q4 		$1K Buy
+2
New +$1.23K ﹤0.01% 494

Other funds holding REGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cassady Schiller Wealth Management's REGN Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Regeneron Pharmaceuticals (REGN) in Q4 2024: 8 shares worth $5.7K. The stake represents ﹤0.01% of the portfolio and ranks #388 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in REGN as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in REGN in Q4 2021 and has held it in 2 quarters since. 1,317 funds tracked by Wall St. Rank hold REGN as of Q4 2024.

  • Cassady Schiller Wealth Management held 8 shares of Regeneron Pharmaceuticals worth $5.7K as of Q4 2024.
  • Regeneron Pharmaceuticals was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Regeneron Pharmaceuticals made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #388 holding.
  • Cassady Schiller Wealth Management first reported a position in Regeneron Pharmaceuticals in Q4 2021 and has held it in 2 quarters since.
  • 1,317 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.