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FRG Family Wealth Advisors’s Sanofi SNY Stock Holding History

FRG Family Wealth 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
2024
Q2 		– Sell
-1,400
Closed -$68.9K – 320
2024
Q1 		$68.9K Buy
+1,400
New +$68.4K 0.01% 185
2021
Q4 		– Sell
-4,240
Closed -$204K – 147
2021
Q3 		$204K Buy
+4,240
New +$216K 0.04% 135
2021
Q1 		– Sell
-4,240
Closed -$206K – 136
2020
Q4 		$206K Buy
+4,240
New +$209K 0.04% 129
2019
Q3 		– Sell
-5,185
Closed -$224K – 129
2019
Q2 		$224K Sell
5,185
-3,877
-43% -$165K 0.06% 123
2019
Q1 		$401K Sell
9,062
-3,788
-29% -$162K 0.11% 98
2018
Q4 		$558K Sell
12,850
-6,640
-34% -$293K 0.18% 90
2018
Q3 		$871K Sell
19,490
-6,903
-26% -$295K 0.24% 88
2018
Q2 		$1.06M Sell
26,393
-5,575
-17% -$219K 0.32% 80
2018
Q1 		$1.28M Sell
31,968
-2,100
-6% -$87.4K 0.43% 72
2017
Q4 		$1.47M Sell
34,068
-2,390
-7% -$110K 0.47% 67
2017
Q3 		$1.81M Buy
36,458
+660
+2% +$31.9K 0.63% 53
2017
Q2 		$1.72M Buy
35,798
+812
+2% +$38.8K 0.63% 55
2017
Q1 		$1.57M Sell
34,986
-667
-2% -$28.3K 0.61% 53
2016
Q4 		$1.44M Sell
35,653
-2,597
-7% -$102K 0.6% 55
2016
Q3 		$1.46M Buy
38,250
+4,270
+13% +$171K 0.66% 52
2016
Q2 		$1.42M Hold
33,980
– – 0.64% 52
2016
Q1 		$1.38M Sell
33,980
-750
-2% -$30.1K 0.67% 51
2015
Q4 		$1.48M Buy
+34,730
New +$1.6M 0.72% 51

Other funds holding SNY

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

FRG Family Wealth Advisors's SNY Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of Sanofi (SNY) in Q2 2024, closing a stake of 1,400 shares — an estimated $68.9K sold.

FRG Family Wealth Advisors first reported a position in SNY in Q4 2015 and held it in 18 quarters. The position peaked at $1.81M in Q3 2017. 728 funds tracked by Wall St. Rank hold SNY as of Q2 2024.

  • FRG Family Wealth Advisors reported no remaining Sanofi position as of Q2 2024 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 1,400 Sanofi shares in Q2 2024, an estimated $68.9K.
  • FRG Family Wealth Advisors first reported a position in Sanofi in Q4 2015 and held it in 18 quarters.
  • FRG Family Wealth Advisors's Sanofi position peaked at $1.81M in Q3 2017.
  • 728 funds tracked by Wall St. Rank held Sanofi as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.