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Fortis Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

Fortis 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
2020
Q2 		– Sell
-60
Closed -$29K – 291
2020
Q1 		$29K Hold
60
– – 0.02% 210
2019
Q4 		$23K Hold
60
– – 0.01% 240
2019
Q3 		$17K Hold
60
– – 0.01% 253
2019
Q2 		$19K Hold
60
– – 0.01% 284
2019
Q1 		$25K Buy
+60
New +$24.7K 0.01% 261

Other funds holding REGN

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fortis Advisors's REGN Position: Q2 2020 in Review

Fortis Advisors sold out of Regeneron Pharmaceuticals (REGN) in Q2 2020, closing a stake of 60 shares — an estimated $29K sold.

Fortis Advisors first reported a position in REGN in Q1 2019 and held it in 5 quarters. The position peaked at $29K in Q1 2020. 932 funds tracked by Wall St. Rank hold REGN as of Q2 2020.

  • Fortis Advisors reported no remaining Regeneron Pharmaceuticals position as of Q2 2020 after selling out during the quarter.
  • Fortis Advisors sold 60 Regeneron Pharmaceuticals shares in Q2 2020, an estimated $29K.
  • Fortis Advisors first reported a position in Regeneron Pharmaceuticals in Q1 2019 and held it in 5 quarters.
  • Fortis Advisors's Regeneron Pharmaceuticals position peaked at $29K in Q1 2020.
  • 932 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2020.

Based on Fortis Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.