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Clearview Wealth Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

Clearview Wealth Advisors’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
2024
Q1 		– Sell
-855
Closed -$751K – 126
2023
Q4 		$751K Buy
855
+13
+2% +$10.7K 0.88% 41
2023
Q3 		$693K Buy
+842
New +$662K 0.86% 42
2021
Q2 		– Sell
-36
Closed -$17K – 674
2021
Q1 		$17K Hold
36
– – 0.01% 355
2020
Q4 		$17K Buy
+36
New +$19.4K 0.01% 317

Other funds holding REGN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Clearview Wealth Advisors's REGN Position: Q1 2024 in Review

Clearview Wealth Advisors sold out of Regeneron Pharmaceuticals (REGN) in Q1 2024, closing a stake of 855 shares — an estimated $751K sold.

Clearview Wealth Advisors first reported a position in REGN in Q4 2020 and held it in 4 quarters. The position peaked at $751K in Q4 2023. 1,309 funds tracked by Wall St. Rank hold REGN as of Q1 2024.

  • Clearview Wealth Advisors reported no remaining Regeneron Pharmaceuticals position as of Q1 2024 after selling out during the quarter.
  • Clearview Wealth Advisors sold 855 Regeneron Pharmaceuticals shares in Q1 2024, an estimated $751K.
  • Clearview Wealth Advisors first reported a position in Regeneron Pharmaceuticals in Q4 2020 and held it in 4 quarters.
  • Clearview Wealth Advisors's Regeneron Pharmaceuticals position peaked at $751K in Q4 2023.
  • 1,309 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q1 2024.

Based on Clearview Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.