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Glassman Wealth Services’s Sanofi SNY Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-1,310
Closed -$65.1K – 1568
2023
Q4 		$65.1K Sell
1,310
-177
-12% -$8.65K 0.01% 392
2023
Q3 		$79.8K Buy
1,487
+210
+16% +$11.2K 0.01% 317
2023
Q2 		$68.8K Buy
1,277
+4
+0.3% +$215 0.01% 335
2023
Q1 		$69.3K Sell
1,273
-19
-1% -$924 0.01% 331
2022
Q4 		$62.6K Buy
1,292
+817
+172% +$35.9K 0.01% 369
2022
Q3 		$18K Sell
475
-489
-51% -$21.8K ﹤0.01% 650
2022
Q2 		$48K Sell
964
-13
-1% -$690 0.01% 407
2022
Q1 		$50K Buy
977
+287
+42% +$14.8K 0.01% 401
2021
Q4 		$35K Buy
690
+248
+56% +$12.3K 0.01% 459
2021
Q3 		$21K Buy
442
+62
+16% +$3.15K ﹤0.01% 573
2021
Q2 		$20K Buy
380
+4
+1% +$209 ﹤0.01% 576
2021
Q1 		$19K Buy
376
+96
+34% +$4.61K ﹤0.01% 547
2020
Q4 		$14K Buy
280
+169
+152% +$8.34K ﹤0.01% 629
2020
Q3 		$6K Buy
111
+83
+296% +$4.27K ﹤0.01% 755
2020
Q2 		$1K Sell
28
-11
-28% -$535 ﹤0.01% 1105
2020
Q1 		$2K Buy
39
+12
+44% +$574 ﹤0.01% 748
2019
Q4 		$1K Buy
+27
New +$1.26K ﹤0.01% 1030
2017
Q2 		– Sell
-310
Closed -$14K – 649
2017
Q1 		$14K Hold
310
– – 0.01% 309
2016
Q4 		$13K Buy
+310
New +$12.2K 0.01% 324
2016
Q3 		– Sell
-310
Closed -$13K – 573
2016
Q2 		$13K Hold
310
– – 0.01% 289
2016
Q1 		$12K Hold
310
– – 0.01% 289
2015
Q4 		$13K Hold
310
– – 0.01% 281
2015
Q3 		$15K Hold
310
– – 0.01% 256
2015
Q2 		$15K Buy
+310
New +$15.7K 0.01% 262

Other funds holding SNY

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Glassman Wealth Services's SNY Position: Q1 2024 in Review

Glassman Wealth Services sold out of Sanofi (SNY) in Q1 2024, closing a stake of 1,310 shares — an estimated $65.1K sold.

Glassman Wealth Services first reported a position in SNY in Q2 2015 and held it in 24 quarters. The position peaked at $79.8K in Q3 2023. 713 funds tracked by Wall St. Rank hold SNY as of Q1 2024.

  • Glassman Wealth Services reported no remaining Sanofi position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 1,310 Sanofi shares in Q1 2024, an estimated $65.1K.
  • Glassman Wealth Services first reported a position in Sanofi in Q2 2015 and held it in 24 quarters.
  • Glassman Wealth Services's Sanofi position peaked at $79.8K in Q3 2023.
  • 713 funds tracked by Wall St. Rank held Sanofi as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.