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Curated Wealth Partners’s Sanofi SNY Stock Holding History

Curated Wealth Partners’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
2023
Q4 		– Sell
-4,122
Closed -$221K – 147
2023
Q3 		$221K Sell
4,122
-945
-19% -$50.4K 0.04% 120
2023
Q2 		$273K Hold
5,067
– – 0.05% 107
2023
Q1 		$276K Buy
+5,067
New +$246K 0.06% 103
2022
Q3 		– Sell
-6,905
Closed -$347K – 134
2022
Q2 		$347K Buy
6,905
+183
+3% +$9.71K 0.1% 89
2022
Q1 		$337K Hold
6,722
– – 0.11% 98
2021
Q4 		$337K Sell
6,722
-757
-10% -$37.4K 0.11% 101
2021
Q3 		$361K Buy
7,479
+124
+2% +$6.3K 0.2% 100
2021
Q2 		$387K Sell
7,355
-1,124
-13% -$58.7K 0.21% 93
2021
Q1 		$419K Sell
8,479
-401
-5% -$19.3K 0.26% 74
2020
Q4 		$431K Buy
+8,880
New +$438K 0.28% 71

Other funds holding SNY

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Curated Wealth Partners's SNY Position: Q4 2023 in Review

Curated Wealth Partners sold out of Sanofi (SNY) in Q4 2023, closing a stake of 4,122 shares — an estimated $221K sold.

Curated Wealth Partners first reported a position in SNY in Q4 2020 and held it in 10 quarters. The position peaked at $431K in Q4 2020. 709 funds tracked by Wall St. Rank hold SNY as of Q4 2023.

  • Curated Wealth Partners reported no remaining Sanofi position as of Q4 2023 after selling out during the quarter.
  • Curated Wealth Partners sold 4,122 Sanofi shares in Q4 2023, an estimated $221K.
  • Curated Wealth Partners first reported a position in Sanofi in Q4 2020 and held it in 10 quarters.
  • Curated Wealth Partners's Sanofi position peaked at $431K in Q4 2020.
  • 709 funds tracked by Wall St. Rank held Sanofi as of Q4 2023.

Based on Curated Wealth Partners's 13F filing for Q4 2023, filed 9 Jan 2024.