Castle Wealth Management’s Sanofi SNY Stock Holding History

Castle 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
2022 Q4	–	Sell	-145	Closed	-$5K	–	554
2022 Q3	$5K	Sell	145 -71	-33%	-$3.16K	﹤0.01%	501
2022 Q2	$11K	Buy	+216	New	+$11.5K	0.01%	390

Other funds holding SNY

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Castle Wealth Management's SNY Position: Q4 2022 in Review

Castle Wealth Management sold out of Sanofi (SNY) in Q4 2022, closing a stake of 145 shares — an estimated $5K sold.

Castle Wealth Management first reported a position in SNY in Q2 2022 and held it in 2 quarters. The position peaked at $11K in Q2 2022. 643 funds tracked by Wall St. Rank hold SNY as of Q4 2022.

Castle Wealth Management reported no remaining Sanofi position as of Q4 2022 after selling out during the quarter.
Castle Wealth Management sold 145 Sanofi shares in Q4 2022, an estimated $5K.
Castle Wealth Management first reported a position in Sanofi in Q2 2022 and held it in 2 quarters.
Castle Wealth Management's Sanofi position peaked at $11K in Q2 2022.
643 funds tracked by Wall St. Rank held Sanofi as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.