IBEX Wealth Advisors’s Sanofi SNY Stock Holding History

IBEX 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
2019 Q3	–	Sell	-588	Closed	-$25K	–	344
2019 Q2	$25K	Buy	+588	New	+$25K	0.01%	269
2017 Q1	–	Sell	-390	Closed	-$16K	–	337
2016 Q4	$16K	Buy	+390	New	+$15.4K	0.01%	245

Other funds holding SNY

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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

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

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

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

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

IBEX Wealth Advisors's SNY Position: Q3 2019 in Review

IBEX Wealth Advisors sold out of Sanofi (SNY) in Q3 2019, closing a stake of 588 shares — an estimated $25K sold.

IBEX Wealth Advisors first reported a position in SNY in Q4 2016 and held it in 2 quarters. The position peaked at $25K in Q2 2019. 485 funds tracked by Wall St. Rank hold SNY as of Q3 2019.

IBEX Wealth Advisors reported no remaining Sanofi position as of Q3 2019 after selling out during the quarter.
IBEX Wealth Advisors sold 588 Sanofi shares in Q3 2019, an estimated $25K.
IBEX Wealth Advisors first reported a position in Sanofi in Q4 2016 and held it in 2 quarters.
IBEX Wealth Advisors's Sanofi position peaked at $25K in Q2 2019.
485 funds tracked by Wall St. Rank held Sanofi as of Q3 2019.

Based on IBEX Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.