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Jamison Private Wealth Management’s Regeneron Pharmaceuticals REGN Stock Holding History

Jamison Private Wealth Management’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
2024
Q4 		– Sell
-135
Closed -$142K – 404
2024
Q3 		$142K Hold
135
– – 0.02% 209
2024
Q2 		$142K Hold
135
– – 0.02% 195
2024
Q1 		$130K Hold
135
– – 0.02% 199
2023
Q4 		$119K Sell
135
-31
-19% -$25.5K 0.02% 198
2023
Q3 		$137K Buy
+166
New +$130K 0.03% 180

Other funds holding REGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jamison Private Wealth Management's REGN Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Regeneron Pharmaceuticals (REGN) in Q4 2024, closing a stake of 135 shares — an estimated $142K sold.

Jamison Private Wealth Management first reported a position in REGN in Q3 2023 and held it in 5 quarters. The position peaked at $142K in Q3 2024. 1,317 funds tracked by Wall St. Rank hold REGN as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Regeneron Pharmaceuticals position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 135 Regeneron Pharmaceuticals shares in Q4 2024, an estimated $142K.
  • Jamison Private Wealth Management first reported a position in Regeneron Pharmaceuticals in Q3 2023 and held it in 5 quarters.
  • Jamison Private Wealth Management's Regeneron Pharmaceuticals position peaked at $142K in Q3 2024.
  • 1,317 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.