EWA
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Evolution Wealth Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

Evolution Wealth Advisors’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
2021
Q4 		– Sell
-16
Closed -$10K – 525
2021
Q3 		$10K Sell
16
-28
-64% -$17.4K ﹤0.01% 401
2021
Q2 		$25K Sell
44
-32
-42% -$16.2K 0.01% 280
2021
Q1 		$36K Buy
76
+70
+1,167% +$34.1K 0.01% 230
2020
Q4 		$3K Hold
6
– – ﹤0.01% 534
2020
Q3 		$3K Hold
6
– – ﹤0.01% 511
2020
Q2 		$4K Buy
+6
New +$3.41K ﹤0.01% 400
2020
Q1 		– Sell
-66
Closed -$25K – 577
2019
Q4 		$25K Buy
66
+63
+2,100% +$21.2K 0.01% 209
2019
Q3 		$1K Sell
3
-45
-94% -$13.3K ﹤0.01% 464
2019
Q2 		$15K Buy
+48
New +$16K 0.01% 148

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State Street
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JP Morgan Chase
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Loomis, Sayles & Company
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Geode Capital Management
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PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return