CWP
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CFM Wealth Partners’s Regeneron Pharmaceuticals REGN Stock Holding History

CFM Wealth Partners’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
2020
Q3 		– Sell
-63
Closed -$39K – 394
2020
Q2 		$39K Hold
63
– – 0.01% 304
2020
Q1 		$31K Hold
63
– – 0.01% 320
2019
Q4 		$24K Buy
+63
New +$21.2K 0.01% 340

Other funds holding REGN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CFM Wealth Partners's REGN Position: Q3 2020 in Review

CFM Wealth Partners sold out of Regeneron Pharmaceuticals (REGN) in Q3 2020, closing a stake of 63 shares — an estimated $39K sold.

CFM Wealth Partners first reported a position in REGN in Q4 2019 and held it in 3 quarters. The position peaked at $39K in Q2 2020. 907 funds tracked by Wall St. Rank hold REGN as of Q3 2020.

  • CFM Wealth Partners reported no remaining Regeneron Pharmaceuticals position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 63 Regeneron Pharmaceuticals shares in Q3 2020, an estimated $39K.
  • CFM Wealth Partners first reported a position in Regeneron Pharmaceuticals in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Regeneron Pharmaceuticals position peaked at $39K in Q2 2020.
  • 907 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.