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Heritage Oak Wealth Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

Heritage Oak 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
2024
Q4 		– Sell
-353
Closed -$371K – 157
2024
Q3 		$371K Buy
+353
New +$393K 0.17% 88

Other funds holding REGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Heritage Oak Wealth Advisors's REGN Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of Regeneron Pharmaceuticals (REGN) in Q4 2024, closing a stake of 353 shares — an estimated $371K sold.

Heritage Oak Wealth Advisors first reported a position in REGN in Q3 2024 and held it in 1 quarter. The position peaked at $371K in Q3 2024. 1,317 funds tracked by Wall St. Rank hold REGN as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining Regeneron Pharmaceuticals position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 353 Regeneron Pharmaceuticals shares in Q4 2024, an estimated $371K.
  • Heritage Oak Wealth Advisors first reported a position in Regeneron Pharmaceuticals in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's Regeneron Pharmaceuticals position peaked at $371K in Q3 2024.
  • 1,317 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.