KFA
REGN icon

Kelleher Financial Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

Kelleher Financial 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
2023
Q1 		– Sell
-300
Closed -$216K – 114
2022
Q4 		$216K Buy
+300
New +$221K 0.16% 81
2022
Q2 		– Sell
-300
Closed -$209K – 144
2022
Q1 		$209K Buy
+300
New +$190K 0.12% 108

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Kelleher Financial Advisors's REGN Position: Q1 2023 in Review

Kelleher Financial Advisors sold out of Regeneron Pharmaceuticals (REGN) in Q1 2023, closing a stake of 300 shares — an estimated $216K sold.

Kelleher Financial Advisors first reported a position in REGN in Q1 2022 and held it in 2 quarters. The position peaked at $216K in Q4 2022. 1,191 funds tracked by Wall St. Rank hold REGN as of Q1 2023.

  • Kelleher Financial Advisors reported no remaining Regeneron Pharmaceuticals position as of Q1 2023 after selling out during the quarter.
  • Kelleher Financial Advisors sold 300 Regeneron Pharmaceuticals shares in Q1 2023, an estimated $216K.
  • Kelleher Financial Advisors first reported a position in Regeneron Pharmaceuticals in Q1 2022 and held it in 2 quarters.
  • Kelleher Financial Advisors's Regeneron Pharmaceuticals position peaked at $216K in Q4 2022.
  • 1,191 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q1 2023.

Based on Kelleher Financial Advisors's 13F filing for Q1 2023, filed 11 May 2023.