Jupiter Wealth Management’s Regeneron Pharmaceuticals REGN Stock Holding History

Jupiter 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	-533	Closed	-$560K	–	95
2024 Q3	$560K	Hold	533	–	–	0.29%	63
2024 Q2	$575K	Sell	533 -38	-7%	-$36.8K	0.3%	58
2024 Q1	$546K	Buy	571 +434	+317%	+$413K	0.29%	60
2023 Q4	$120K	Hold	137	–	–	0.07%	81
2023 Q3	$109K	Buy	+137	New	+$108K	0.07%	83
2023 Q2	–	Sell	-137	Closed	-$113K	–	70
2023 Q1	$113K	Sell	137 -1,011	-88%	-$763K	0.1%	63
2022 Q4	$828K	Hold	1,148	–	–	0.8%	34
2022 Q3	$790K	Buy	1,148 +315	+38%	+$198K	0.79%	32
2022 Q2	$492K	Sell	833 -315	-27%	-$205K	0.45%	42
2022 Q1	$801K	Buy	1,148 +676	+143%	+$428K	0.5%	43
2021 Q4	$298K	Hold	472	–	–	0.15%	75
2021 Q3	$294K	Hold	472	–	–	0.14%	77
2021 Q2	$288K	Buy	+472	New	+$239K	0.14%	77

Other funds holding REGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jupiter Wealth Management's REGN Position: Q4 2024 in Review

Jupiter Wealth Management sold out of Regeneron Pharmaceuticals (REGN) in Q4 2024, closing a stake of 533 shares — an estimated $560K sold.

Jupiter Wealth Management first reported a position in REGN in Q2 2021 and held it in 13 quarters. The position peaked at $828K in Q4 2022. 1,318 funds tracked by Wall St. Rank hold REGN as of Q4 2024.

Jupiter Wealth Management reported no remaining Regeneron Pharmaceuticals position as of Q4 2024 after selling out during the quarter.
Jupiter Wealth Management sold 533 Regeneron Pharmaceuticals shares in Q4 2024, an estimated $560K.
Jupiter Wealth Management first reported a position in Regeneron Pharmaceuticals in Q2 2021 and held it in 13 quarters.
Jupiter Wealth Management's Regeneron Pharmaceuticals position peaked at $828K in Q4 2022.
1,318 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q4 2024.

Based on Jupiter Wealth Management's 13F filing for Q4 2024, filed 20 Feb 2025.