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 $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return