Gupta Wealth Management’s Regeneron Pharmaceuticals REGN Stock Holding History

Gupta Wealth Management’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
2016 Q1	$710K	Buy	1,970 +117	+6%	+$48.2K	0.17%	115
2015 Q4	$1.01M	Sell	1,853 -1	-0.1%	-$542	0.26%	90
2015 Q3	$862K	Buy	1,854 +54	+3%	+$29K	0.21%	97
2015 Q2	$918K	Hold	1,800	–	–	0.23%	94
2015 Q1	$813K	Buy	+1,800	New	+$763K	0.24%	97

Other funds holding REGN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Gupta Wealth Management's REGN Position: Q1 2016 in Review

Gupta Wealth Management increased its Regeneron Pharmaceuticals (REGN) stake by 6.3% in Q1 2016, buying an estimated $48.2K and bringing the position to 1,970 shares worth $710K. The position accounts for 0.17% of the portfolio, ranked #115.

Gupta Wealth Management first reported a position in REGN in Q1 2015 and has held it in 5 quarters since. The position peaked at $1.01M in Q4 2015. 550 funds tracked by Wall St. Rank hold REGN as of Q1 2016.

Gupta Wealth Management held 1,970 shares of Regeneron Pharmaceuticals worth $710K as of Q1 2016.
Gupta Wealth Management bought 117 Regeneron Pharmaceuticals shares in Q1 2016, an estimated $48.2K.
Regeneron Pharmaceuticals made up 0.17% of Gupta Wealth Management's portfolio in Q1 2016, its #115 holding.
Gupta Wealth Management first reported a position in Regeneron Pharmaceuticals in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Regeneron Pharmaceuticals position peaked at $1.01M in Q4 2015.
550 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.