Hall Private Wealth Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

Hall Private Wealth Advisors’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
2023 Q2	–	Sell	-705	Closed	-$579K	–	50
2023 Q1	$579K	Sell	705 -202	-22%	-$152K	0.3%	41
2022 Q4	$654K	Sell	907 -7,233	-89%	-$5.34M	0.37%	34
2022 Q3	$5.61M	Buy	8,140 +115	+1%	+$72.4K	3.23%	13
2022 Q2	$4.74M	Sell	8,025 -2,637	-25%	-$1.71M	2.66%	16
2022 Q1	$7.45M	Buy	10,662 +248	+2%	+$157K	3.98%	12
2021 Q4	$6.58M	Buy	10,414 +64	+0.6%	+$39.3K	4.09%	11
2021 Q3	$6.26M	Buy	10,350 +651	+7%	+$404K	3.99%	12
2021 Q2	$5.42M	Buy	+9,699	New	+$4.91M	3.53%	12
2020 Q4	$937K	Buy	+1,940	New	+$1.05M	0.77%	28

Other funds holding REGN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Hall Private Wealth Advisors's REGN Position: Q2 2023 in Review

Hall Private Wealth Advisors sold out of Regeneron Pharmaceuticals (REGN) in Q2 2023, closing a stake of 705 shares — an estimated $579K sold.

Hall Private Wealth Advisors first reported a position in REGN in Q4 2020 and held it in 9 quarters. The position peaked at $7.45M in Q1 2022. 1,165 funds tracked by Wall St. Rank hold REGN as of Q2 2023.

Hall Private Wealth Advisors reported no remaining Regeneron Pharmaceuticals position as of Q2 2023 after selling out during the quarter.
Hall Private Wealth Advisors sold 705 Regeneron Pharmaceuticals shares in Q2 2023, an estimated $579K.
Hall Private Wealth Advisors first reported a position in Regeneron Pharmaceuticals in Q4 2020 and held it in 9 quarters.
Hall Private Wealth Advisors's Regeneron Pharmaceuticals position peaked at $7.45M in Q1 2022.
1,165 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2023.

Based on Hall Private Wealth Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.