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Gupta Wealth Management’s Sanofi SNY Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$595K Sell
14,812
-1,130
-7% -$45.4K 0.14% 130
2015
Q4 		$680K Sell
15,942
-2,037
-11% -$93.7K 0.17% 113
2015
Q3 		$853K Sell
17,979
-2,287
-11% -$116K 0.21% 100
2015
Q2 		$1M Sell
20,266
-3,152
-13% -$160K 0.25% 89
2015
Q1 		$1.16M Buy
+23,418
New +$1.12M 0.34% 74

Other funds holding SNY

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Gupta Wealth Management reduced its Sanofi (SNY) stake by 7.1% in Q1 2016, selling an estimated $45.4K and leaving 14,812 shares worth $595K. The position accounts for 0.14% of the portfolio, ranked #130.

Gupta Wealth Management first reported a position in SNY in Q1 2015 and has held it in 5 quarters since. The position peaked at $1.16M in Q1 2015. 449 funds tracked by Wall St. Rank hold SNY as of Q1 2016.

  • Gupta Wealth Management held 14,812 shares of Sanofi worth $595K as of Q1 2016.
  • Gupta Wealth Management sold 1,130 Sanofi shares in Q1 2016, an estimated $45.4K.
  • Sanofi made up 0.14% of Gupta Wealth Management's portfolio in Q1 2016, its #130 holding.
  • Gupta Wealth Management first reported a position in Sanofi in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Sanofi position peaked at $1.16M in Q1 2015.
  • 449 funds tracked by Wall St. Rank held Sanofi as of Q1 2016.

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