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Cassady Schiller Wealth Management’s Sanofi SNY Stock Holding History

Cassady Schiller Wealth Management’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
Q2 		– Sell
-3,005
Closed -$164K – 492
2023
Q1 		$164K Buy
+3,005
New +$146K 0.08% 115
2022
Q1 		– Sell
-3,005
Closed -$151K – 522
2021
Q4 		$151K Buy
+3,005
New +$149K 0.09% 115

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Cassady Schiller Wealth Management's SNY Position: Q2 2023 in Review

Cassady Schiller Wealth Management sold out of Sanofi (SNY) in Q2 2023, closing a stake of 3,005 shares — an estimated $164K sold.

Cassady Schiller Wealth Management first reported a position in SNY in Q4 2021 and held it in 2 quarters. The position peaked at $164K in Q1 2023. 672 funds tracked by Wall St. Rank hold SNY as of Q2 2023.

  • Cassady Schiller Wealth Management reported no remaining Sanofi position as of Q2 2023 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 3,005 Sanofi shares in Q2 2023, an estimated $164K.
  • Cassady Schiller Wealth Management first reported a position in Sanofi in Q4 2021 and held it in 2 quarters.
  • Cassady Schiller Wealth Management's Sanofi position peaked at $164K in Q1 2023.
  • 672 funds tracked by Wall St. Rank held Sanofi as of Q2 2023.

Based on Cassady Schiller Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.