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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 – 522
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 – 576
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

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Evolution Wealth Advisors's REGN Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Regeneron Pharmaceuticals (REGN) in Q4 2021, closing a stake of 16 shares — an estimated $10K sold.

Evolution Wealth Advisors first reported a position in REGN in Q2 2019 and held it in 9 quarters. The position peaked at $36K in Q1 2021. 1,078 funds tracked by Wall St. Rank hold REGN as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Regeneron Pharmaceuticals position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 16 Regeneron Pharmaceuticals shares in Q4 2021, an estimated $10K.
  • Evolution Wealth Advisors first reported a position in Regeneron Pharmaceuticals in Q2 2019 and held it in 9 quarters.
  • Evolution Wealth Advisors's Regeneron Pharmaceuticals position peaked at $36K in Q1 2021.
  • 1,078 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.