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 $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments

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

Fisher Asset Management

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

Boston Partners

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

Bank of America

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return