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Intercontinental Wealth Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

Intercontinental Wealth Advisors’s Portfolio REGN Stock Details REGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-34
Closed -$13K – 274
2019
Q4 		$13K Sell
34
-16
-32% -$5.38K 0.01% 254
2019
Q3 		$14K Hold
50
– – 0.01% 308
2019
Q2 		$16K Sell
50
-25
-33% -$8.32K 0.01% 291
2019
Q1 		$31K Sell
75
-13
-15% -$5.35K 0.02% 265
2018
Q4 		$33K Buy
+88
New +$32.2K 0.02% 258

Other funds holding REGN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Intercontinental Wealth Advisors's REGN Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of Regeneron Pharmaceuticals (REGN) in Q1 2020, closing a stake of 34 shares — an estimated $13K sold.

Intercontinental Wealth Advisors first reported a position in REGN in Q4 2018 and held it in 5 quarters. The position peaked at $33K in Q4 2018. 816 funds tracked by Wall St. Rank hold REGN as of Q1 2020.

  • Intercontinental Wealth Advisors reported no remaining Regeneron Pharmaceuticals position as of Q1 2020 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 34 Regeneron Pharmaceuticals shares in Q1 2020, an estimated $13K.
  • Intercontinental Wealth Advisors first reported a position in Regeneron Pharmaceuticals in Q4 2018 and held it in 5 quarters.
  • Intercontinental Wealth Advisors's Regeneron Pharmaceuticals position peaked at $33K in Q4 2018.
  • 816 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.