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Dynasty Wealth Management’s Regeneron Pharmaceuticals REGN Stock Holding History

Dynasty Wealth Management’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
2018
Q4 		– Sell
-759
Closed -$307K – 86
2018
Q3 		$307K Buy
759
+84
+12% +$32K 0.4% 72
2018
Q2 		$233K Buy
+675
New +$211K 0.48% 56
2018
Q1 		– Sell
-833
Closed -$313K – 88
2017
Q4 		$313K Buy
+833
New +$337K 0.54% 59

Other funds holding REGN

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dynasty Wealth Management's REGN Position: Q4 2018 in Review

Dynasty Wealth Management sold out of Regeneron Pharmaceuticals (REGN) in Q4 2018, closing a stake of 759 shares — an estimated $307K sold.

Dynasty Wealth Management first reported a position in REGN in Q4 2017 and held it in 3 quarters. The position peaked at $313K in Q4 2017. 670 funds tracked by Wall St. Rank hold REGN as of Q4 2018.

  • Dynasty Wealth Management reported no remaining Regeneron Pharmaceuticals position as of Q4 2018 after selling out during the quarter.
  • Dynasty Wealth Management sold 759 Regeneron Pharmaceuticals shares in Q4 2018, an estimated $307K.
  • Dynasty Wealth Management first reported a position in Regeneron Pharmaceuticals in Q4 2017 and held it in 3 quarters.
  • Dynasty Wealth Management's Regeneron Pharmaceuticals position peaked at $313K in Q4 2017.
  • 670 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q4 2018.

Based on Dynasty Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.