Center for Financial Planning’s Sanofi SNY Stock Holding History

Center for Financial 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
2024 Q2	–	Sell	-100	Closed	-$4.86K	–	620
2024 Q1	$4.86K	Hold	100	–	–	﹤0.01%	477
2023 Q4	$4.97K	Hold	100	–	–	﹤0.01%	419
2023 Q3	$5.36K	Hold	100	–	–	﹤0.01%	413
2023 Q2	$5.39K	Hold	100	–	–	﹤0.01%	444
2023 Q1	$5.44K	Hold	100	–	–	﹤0.01%	411
2022 Q4	$4.84K	Sell	100 -115	-53%	-$5.05K	﹤0.01%	413
2022 Q3	$8K	Buy	215 +115	+115%	+$5.12K	﹤0.01%	384
2022 Q2	$5K	Hold	100	–	–	﹤0.01%	423
2022 Q1	$5K	Hold	100	–	–	﹤0.01%	432
2021 Q4	$5K	Hold	100	–	–	﹤0.01%	434
2021 Q3	$5K	Hold	100	–	–	﹤0.01%	413
2021 Q2	$5K	Hold	100	–	–	﹤0.01%	421
2021 Q1	$5K	Hold	100	–	–	﹤0.01%	450
2020 Q4	$5K	Hold	100	–	–	﹤0.01%	400
2020 Q3	$5K	Hold	100	–	–	﹤0.01%	363
2020 Q2	$5K	Buy	100 +61	+156%	+$2.96K	﹤0.01%	365
2020 Q1	$2K	Buy	+39	New	+$1.87K	﹤0.01%	508

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

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

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

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

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

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Center for Financial Planning's SNY Position: Q2 2024 in Review

Center for Financial Planning sold out of Sanofi (SNY) in Q2 2024, closing a stake of 100 shares — an estimated $4.86K sold.

Center for Financial Planning first reported a position in SNY in Q1 2020 and held it in 17 quarters. The position peaked at $8K in Q3 2022. 730 funds tracked by Wall St. Rank hold SNY as of Q2 2024.

Center for Financial Planning reported no remaining Sanofi position as of Q2 2024 after selling out during the quarter.
Center for Financial Planning sold 100 Sanofi shares in Q2 2024, an estimated $4.86K.
Center for Financial Planning first reported a position in Sanofi in Q1 2020 and held it in 17 quarters.
Center for Financial Planning's Sanofi position peaked at $8K in Q3 2022.
730 funds tracked by Wall St. Rank held Sanofi as of Q2 2024.

Based on Center for Financial Planning's 13F filing for Q2 2024, filed 18 Jul 2024.