Foundations Investment Advisors’s Sanofi SNY Stock Holding History

Foundations Investment Advisors’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
2025 Q2	–	Sell	-6,114	Closed	-$339K	–	984
2025 Q1	$339K	Buy	+6,114	New	+$331K	0.01%	677
2024 Q4	–	Sell	-4,296	Closed	-$248K	–	882
2024 Q3	$248K	Buy	+4,296	New	+$232K	0.01%	696
2023 Q4	–	Sell	-5,025	Closed	-$270K	–	724
2023 Q3	$270K	Sell	5,025 -3,030	-38%	-$162K	0.01%	533
2023 Q2	$434K	Sell	8,055 -5,250	-39%	-$282K	0.01%	389
2023 Q1	$724K	Buy	13,305 +430	+3%	+$20.9K	0.03%	269
2022 Q4	$624K	Buy	12,875 +4,428	+52%	+$194K	0.02%	253
2022 Q3	$321K	Buy	+8,447	New	+$376K	0.01%	315

Other funds holding SNY

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

Fisher Asset Management

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

Bank of America

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

T. Rowe Price Associates

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return