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Doyle Wealth Management’s Sanofi SNY Stock Holding History

Doyle Wealth Management’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
2019
Q3 		– Sell
-1,000
Closed -$43K – 677
2019
Q2 		$43K Buy
+1,000
New +$42.5K 0.01% 393
2019
Q1 		– Sell
-1,696
Closed -$74K – 659
2018
Q4 		$74K Buy
+1,696
New +$74.8K 0.01% 298

Other funds holding SNY

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Doyle Wealth Management's SNY Position: Q3 2019 in Review

Doyle Wealth Management sold out of Sanofi (SNY) in Q3 2019, closing a stake of 1,000 shares — an estimated $43K sold.

Doyle Wealth Management first reported a position in SNY in Q4 2018 and held it in 2 quarters. The position peaked at $74K in Q4 2018. 485 funds tracked by Wall St. Rank hold SNY as of Q3 2019.

  • Doyle Wealth Management reported no remaining Sanofi position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 1,000 Sanofi shares in Q3 2019, an estimated $43K.
  • Doyle Wealth Management first reported a position in Sanofi in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Sanofi position peaked at $74K in Q4 2018.
  • 485 funds tracked by Wall St. Rank held Sanofi as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.