Fiduciary Planning’s Sanofi SNY Stock Holding History

Fiduciary Planning’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
2021 Q2	–	Sell	-300	Closed	-$15K	–	233
2021 Q1	$15K	Hold	300	–	–	0.02%	134
2020 Q4	$15K	Hold	300	–	–	0.02%	126
2020 Q3	$15K	Buy	+300	New	+$15.4K	0.02%	95

Other funds holding SNY

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Fiduciary Planning's SNY Position: Q2 2021 in Review

Fiduciary Planning sold out of Sanofi (SNY) in Q2 2021, closing a stake of 300 shares — an estimated $15K sold.

Fiduciary Planning first reported a position in SNY in Q3 2020 and held it in 3 quarters. The position peaked at $15K in Q1 2021. 585 funds tracked by Wall St. Rank hold SNY as of Q2 2021.

Fiduciary Planning reported no remaining Sanofi position as of Q2 2021 after selling out during the quarter.
Fiduciary Planning sold 300 Sanofi shares in Q2 2021, an estimated $15K.
Fiduciary Planning first reported a position in Sanofi in Q3 2020 and held it in 3 quarters.
Fiduciary Planning's Sanofi position peaked at $15K in Q1 2021.
585 funds tracked by Wall St. Rank held Sanofi as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.