CWP
SNY icon

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 $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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return