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ERTS Wealth Advisors’s Sanofi SNY Stock Holding History

ERTS Wealth Advisors’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
2020
Q3 		– Sell
-4,793
Closed -$245K – 76
2020
Q2 		$245K Sell
4,793
-466
-9% -$22.6K 0.1% 67
2020
Q1 		$230K Sell
5,259
-21
-0.4% -$1K 0.11% 70
2019
Q4 		$265K Sell
5,280
-650
-11% -$30.4K 0.12% 74
2019
Q3 		$275K Sell
5,930
-2,914
-33% -$126K 0.14% 67
2019
Q2 		$383K Buy
8,844
+24
+0.3% +$1.02K 0.21% 57
2019
Q1 		$391K Buy
8,820
+235
+3% +$10.1K 0.23% 58
2018
Q4 		$373K Buy
+8,585
New +$379K 0.27% 50

Other funds holding SNY

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

ERTS Wealth Advisors's SNY Position: Q3 2020 in Review

ERTS Wealth Advisors sold out of Sanofi (SNY) in Q3 2020, closing a stake of 4,793 shares — an estimated $245K sold.

ERTS Wealth Advisors first reported a position in SNY in Q4 2018 and held it in 7 quarters. The position peaked at $391K in Q1 2019. 573 funds tracked by Wall St. Rank hold SNY as of Q3 2020.

  • ERTS Wealth Advisors reported no remaining Sanofi position as of Q3 2020 after selling out during the quarter.
  • ERTS Wealth Advisors sold 4,793 Sanofi shares in Q3 2020, an estimated $245K.
  • ERTS Wealth Advisors first reported a position in Sanofi in Q4 2018 and held it in 7 quarters.
  • ERTS Wealth Advisors's Sanofi position peaked at $391K in Q1 2019.
  • 573 funds tracked by Wall St. Rank held Sanofi as of Q3 2020.

Based on ERTS Wealth Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.