Heritage Wealth Advisors’s Sanofi SNY Stock Holding History

Heritage 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
2023 Q3	–	Sell	-250	Closed	-$13.5K	–	563
2023 Q2	$13.5K	Hold	250	–	–	﹤0.01%	422
2023 Q1	$13.6K	Hold	250	–	–	﹤0.01%	424
2022 Q4	$12.1K	Hold	250	–	–	﹤0.01%	442
2022 Q3	$9.51K	Hold	250	–	–	﹤0.01%	426
2022 Q2	$13K	Hold	250	–	–	﹤0.01%	451
2022 Q1	$13K	Sell	250 -100	-29%	-$5.16K	﹤0.01%	424
2021 Q4	$18K	Hold	350	–	–	﹤0.01%	418
2021 Q3	$16.9K	Hold	350	–	–	﹤0.01%	415
2021 Q2	$18.4K	Hold	350	–	–	﹤0.01%	423
2021 Q1	$17.3K	Hold	350	–	–	﹤0.01%	434
2020 Q4	$17K	Hold	350	–	–	﹤0.01%	424
2020 Q3	$17.6K	Hold	350	–	–	﹤0.01%	364
2020 Q2	$17.9K	Hold	350	–	–	﹤0.01%	343
2020 Q1	$15.3K	Hold	350	–	–	﹤0.01%	344
2019 Q4	$17.6K	Hold	350	–	–	﹤0.01%	385
2019 Q3	$16K	Sell	350 -253	-42%	-$10.9K	﹤0.01%	363
2019 Q2	$26.1K	Buy	603 +353	+141%	+$15K	﹤0.01%	313
2019 Q1	$11.1K	Buy	+250	New	+$10.7K	﹤0.01%	353

Other funds holding SNY

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Heritage Wealth Advisors's SNY Position: Q3 2023 in Review

Heritage Wealth Advisors sold out of Sanofi (SNY) in Q3 2023, closing a stake of 250 shares — an estimated $13.5K sold.

Heritage Wealth Advisors first reported a position in SNY in Q1 2019 and held it in 18 quarters. The position peaked at $26.1K in Q2 2019. 696 funds tracked by Wall St. Rank hold SNY as of Q3 2023.

Heritage Wealth Advisors reported no remaining Sanofi position as of Q3 2023 after selling out during the quarter.
Heritage Wealth Advisors sold 250 Sanofi shares in Q3 2023, an estimated $13.5K.
Heritage Wealth Advisors first reported a position in Sanofi in Q1 2019 and held it in 18 quarters.
Heritage Wealth Advisors's Sanofi position peaked at $26.1K in Q2 2019.
696 funds tracked by Wall St. Rank held Sanofi as of Q3 2023.

Based on Heritage Wealth Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.