JWM
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Jeppson Wealth Management’s Regeneron Pharmaceuticals REGN Stock Holding History

Jeppson 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
2020
Q4 		– Sell
-35
Closed -$20K – 364
2020
Q3 		$20K Buy
+35
New +$21.2K 0.02% 335

Other funds holding REGN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Jeppson Wealth Management's REGN Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Regeneron Pharmaceuticals (REGN) in Q4 2020, closing a stake of 35 shares — an estimated $20K sold.

Jeppson Wealth Management first reported a position in REGN in Q3 2020 and held it in 1 quarter. The position peaked at $20K in Q3 2020. 903 funds tracked by Wall St. Rank hold REGN as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Regeneron Pharmaceuticals position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 35 Regeneron Pharmaceuticals shares in Q4 2020, an estimated $20K.
  • Jeppson Wealth Management first reported a position in Regeneron Pharmaceuticals in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Regeneron Pharmaceuticals position peaked at $20K in Q3 2020.
  • 903 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.