Evoke Wealth’s Sanofi SNY Stock Holding History

Evoke Wealth’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
2022 Q3	–	Sell	-39	Closed	-$2K	–	1259
2022 Q2	$2K	Hold	39	–	–	﹤0.01%	1078
2022 Q1	$2K	Sell	39 -25	-39%	-$1.29K	﹤0.01%	1072
2021 Q4	$3K	Buy	+64	New	+$3.17K	﹤0.01%	1006
2020 Q3	–	Sell	-21	Closed	-$1K	–	1115
2020 Q2	$1K	Sell	21 -7,238	-100%	-$352K	﹤0.01%	1024
2020 Q1	$317K	Sell	7,259 -4,562	-39%	-$218K	0.05%	131
2019 Q4	$582K	Buy	11,821 +472	+4%	+$22.1K	0.07%	117
2019 Q3	$526K	Buy	+11,349	New	+$489K	0.06%	142

Other funds holding SNY

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Evoke Wealth's SNY Position: Q3 2022 in Review

Evoke Wealth sold out of Sanofi (SNY) in Q3 2022, closing a stake of 39 shares — an estimated $2K sold.

Evoke Wealth first reported a position in SNY in Q3 2019 and held it in 7 quarters. The position peaked at $582K in Q4 2019. 587 funds tracked by Wall St. Rank hold SNY as of Q3 2022.

Evoke Wealth reported no remaining Sanofi position as of Q3 2022 after selling out during the quarter.
Evoke Wealth sold 39 Sanofi shares in Q3 2022, an estimated $2K.
Evoke Wealth first reported a position in Sanofi in Q3 2019 and held it in 7 quarters.
Evoke Wealth's Sanofi position peaked at $582K in Q4 2019.
587 funds tracked by Wall St. Rank held Sanofi as of Q3 2022.

Based on Evoke Wealth's 13F filing for Q3 2022, filed 7 Nov 2022.