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Investmark Advisory Group’s Regeneron Pharmaceuticals REGN Stock Holding History

Investmark Advisory Group’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
2022
Q1 		– Sell
-40
Closed -$25K – 303
2021
Q4 		$25K Buy
+40
New +$24.6K 0.02% 204

Other funds holding REGN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Investmark Advisory Group's REGN Position: Q1 2022 in Review

Investmark Advisory Group sold out of Regeneron Pharmaceuticals (REGN) in Q1 2022, closing a stake of 40 shares — an estimated $25K sold.

Investmark Advisory Group first reported a position in REGN in Q4 2021 and held it in 1 quarter. The position peaked at $25K in Q4 2021. 1,095 funds tracked by Wall St. Rank hold REGN as of Q1 2022.

  • Investmark Advisory Group reported no remaining Regeneron Pharmaceuticals position as of Q1 2022 after selling out during the quarter.
  • Investmark Advisory Group sold 40 Regeneron Pharmaceuticals shares in Q1 2022, an estimated $25K.
  • Investmark Advisory Group first reported a position in Regeneron Pharmaceuticals in Q4 2021 and held it in 1 quarter.
  • Investmark Advisory Group's Regeneron Pharmaceuticals position peaked at $25K in Q4 2021.
  • 1,095 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.