IWP
SNY icon

Icon Wealth Partners’s Sanofi SNY Stock Holding History

Icon Wealth 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
2023
Q3 		$289K Sell
5,392
-305
-5% -$16.3K 0.03% 239
2023
Q2 		$307K Buy
5,697
+130
+2% +$7K 0.03% 252
2023
Q1 		$303K Buy
+5,567
New +$271K 0.03% 254
2022
Q2 		$254K Buy
5,070
+144
+3% +$7.64K 0.03% 266
2022
Q1 		$253K Buy
4,926
+696
+16% +$35.9K 0.03% 289
2021
Q4 		$212K Sell
4,230
-62
-1% -$3.07K 0.02% 306
2021
Q3 		$207K Buy
4,292
+143
+3% +$7.27K 0.02% 329
2021
Q2 		$218K Sell
4,149
-84
-2% -$4.38K 0.02% 334
2021
Q1 		$209K Buy
4,233
+78
+2% +$3.75K 0.03% 320
2020
Q4 		$202K Sell
4,155
-582
-12% -$28.7K 0.03% 269
2020
Q3 		$238K Sell
4,737
-13
-0.3% -$669 0.05% 226
2020
Q2 		$242K Sell
4,750
-1,632
-26% -$79.3K 0.06% 220
2020
Q1 		$279K Sell
6,382
-1,197
-16% -$57.3K 0.11% 109
2019
Q4 		$380K Buy
7,579
+432
+6% +$20.2K 0.12% 96
2019
Q3 		$331K Buy
7,147
+508
+8% +$21.9K 0.11% 106
2019
Q2 		$287K Sell
6,639
-80
-1% -$3.4K 0.1% 115
2019
Q1 		$298K Buy
6,719
+362
+6% +$15.5K 0.11% 114
2018
Q4 		$276K Sell
6,357
-1,665
-21% -$73.4K 0.13% 110
2018
Q3 		$358K Sell
8,022
-1,978
-20% -$84.5K 0.15% 108
2018
Q2 		$400K Sell
10,000
-108
-1% -$4.25K 0.17% 96
2018
Q1 		$405K Buy
10,108
+2,727
+37% +$113K 0.22% 102
2017
Q4 		$317K Buy
+7,381
New +$340K 0.16% 133

Other funds holding SNY

Dodge & Cox
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Icon Wealth Partners's SNY Position: Q3 2023 in Review

Icon Wealth Partners reduced its Sanofi (SNY) stake by 5.4% in Q3 2023, selling an estimated $16.3K and leaving 5,392 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #239.

Icon Wealth Partners first reported a position in SNY in Q4 2017 and has held it in 22 quarters since. The position peaked at $405K in Q1 2018. 696 funds tracked by Wall St. Rank hold SNY as of Q3 2023.

  • Icon Wealth Partners held 5,392 shares of Sanofi worth $289K as of Q3 2023.
  • Icon Wealth Partners sold 305 Sanofi shares in Q3 2023, an estimated $16.3K.
  • Sanofi made up 0.03% of Icon Wealth Partners's portfolio in Q3 2023, its #239 holding.
  • Icon Wealth Partners first reported a position in Sanofi in Q4 2017 and has held it in 22 quarters since.
  • Icon Wealth Partners's Sanofi position peaked at $405K in Q1 2018.
  • 696 funds tracked by Wall St. Rank held Sanofi as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.