Heritage Oak Wealth Advisors’s Sanofi SNY Stock Holding History

Heritage Oak Wealth Advisors’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 Q4	–	Sell	-6,764	Closed	-$390K	–	165
2024 Q3	$390K	Buy	+6,764	New	+$365K	0.18%	81

Other funds holding SNY

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

Heritage Oak Wealth Advisors sold out of Sanofi (SNY) in Q4 2024, closing a stake of 6,764 shares — an estimated $390K sold.

Heritage Oak Wealth Advisors first reported a position in SNY in Q3 2024 and held it in 1 quarter. The position peaked at $390K in Q3 2024. 730 funds tracked by Wall St. Rank hold SNY as of Q4 2024.

Heritage Oak Wealth Advisors reported no remaining Sanofi position as of Q4 2024 after selling out during the quarter.
Heritage Oak Wealth Advisors sold 6,764 Sanofi shares in Q4 2024, an estimated $390K.
Heritage Oak Wealth Advisors first reported a position in Sanofi in Q3 2024 and held it in 1 quarter.
Heritage Oak Wealth Advisors's Sanofi position peaked at $390K in Q3 2024.
730 funds tracked by Wall St. Rank held Sanofi as of Q4 2024.

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