HighMark Wealth Management’s Sanofi SNY Stock Holding History

HighMark Wealth Management’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	-177	Closed	-$10.2K	–	616
2024 Q3	$10.2K	Sell	177 -5	-3%	-$270	0.01%	295
2024 Q2	$8.83K	Hold	182	–	–	0.01%	303
2024 Q1	$8.85K	Buy	182 +14	+8%	+$684	0.01%	300
2023 Q4	$8.36K	Buy	168 +6	+4%	+$293	0.01%	292
2023 Q3	$8.69K	Hold	162	–	–	0.01%	274
2023 Q2	$8.73K	Hold	162	–	–	0.01%	276
2023 Q1	$8.82K	Buy	162 +9	+6%	+$438	0.01%	313
2022 Q4	$7.41K	Hold	153	–	–	0.01%	293
2022 Q3	$6K	Hold	153	–	–	0.01%	316
2022 Q2	$8K	Sell	153 -5	-3%	-$265	0.01%	284
2022 Q1	$8K	Buy	158 +8	+5%	+$413	0.01%	308
2021 Q4	$8K	Hold	150	–	–	0.01%	301
2021 Q3	$7K	Sell	150 -14	-9%	-$712	0.01%	304
2021 Q2	$9K	Sell	164 -15	-8%	-$783	0.01%	277
2021 Q1	$9K	Buy	179 +19	+12%	+$913	0.01%	254
2020 Q4	$8K	Hold	160	–	–	0.01%	275
2020 Q3	$8K	Hold	160	–	–	0.01%	259
2020 Q2	$8K	Sell	160 -20	-11%	-$972	0.01%	246
2020 Q1	$7K	Sell	180 -49	-21%	-$2.35K	0.01%	190
2019 Q4	$11K	Buy	+229	New	+$10.7K	0.01%	202

Other funds holding SNY

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

Fisher Asset Management

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

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

Bank of America

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

T. Rowe Price Associates

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

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

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

Boston Partners

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

Fidelity Investments

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