EWP
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Engrave Wealth Partners’s Regeneron Pharmaceuticals REGN Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-2,455
Closed -$1.53M – 340
2020
Q2 		$1.53M Buy
+2,455
New +$1.39M 1.36% 17

Other funds holding REGN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Engrave Wealth Partners's REGN Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Regeneron Pharmaceuticals (REGN) in Q3 2020, closing a stake of 2,455 shares — an estimated $1.53M sold.

Engrave Wealth Partners first reported a position in REGN in Q2 2020 and held it in 1 quarter. The position peaked at $1.53M in Q2 2020. 907 funds tracked by Wall St. Rank hold REGN as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Regeneron Pharmaceuticals position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 2,455 Regeneron Pharmaceuticals shares in Q3 2020, an estimated $1.53M.
  • Engrave Wealth Partners first reported a position in Regeneron Pharmaceuticals in Q2 2020 and held it in 1 quarter.
  • Engrave Wealth Partners's Regeneron Pharmaceuticals position peaked at $1.53M in Q2 2020.
  • 907 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.