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Holistic Financial Partners’s Sanofi SNY Stock Holding History

Holistic Financial Partners’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
2018
Q1 		– Sell
-327
Closed -$14K – 460
2017
Q4 		$14K Buy
+327
New +$15.1K 0.01% 311

Other funds holding SNY

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Holistic Financial Partners's SNY Position: Q1 2018 in Review

Holistic Financial Partners sold out of Sanofi (SNY) in Q1 2018, closing a stake of 327 shares — an estimated $14K sold.

Holistic Financial Partners first reported a position in SNY in Q4 2017 and held it in 1 quarter. The position peaked at $14K in Q4 2017. 487 funds tracked by Wall St. Rank hold SNY as of Q1 2018.

  • Holistic Financial Partners reported no remaining Sanofi position as of Q1 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 327 Sanofi shares in Q1 2018, an estimated $14K.
  • Holistic Financial Partners first reported a position in Sanofi in Q4 2017 and held it in 1 quarter.
  • Holistic Financial Partners's Sanofi position peaked at $14K in Q4 2017.
  • 487 funds tracked by Wall St. Rank held Sanofi as of Q1 2018.

Based on Holistic Financial Partners's 13F filing for Q1 2018, filed 14 May 2018.