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Laidlaw Wealth Management’s Regeneron Pharmaceuticals REGN Stock Holding History

Laidlaw 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
Q1 		– Sell
-509
Closed -$447K – 226
2023
Q4 		$447K Buy
509
+132
+35% +$109K 0.16% 140
2023
Q3 		$310K Sell
377
-56
-13% -$44K 0.1% 196
2023
Q2 		$311K Sell
433
-39
-8% -$30.1K 0.06% 261
2023
Q1 		$388K Hold
472
– – 0.08% 230
2022
Q4 		$341K Sell
472
-2
-0.4% -$1.48K 0.07% 250
2022
Q3 		$327K Buy
474
+34
+8% +$21.4K 0.08% 225
2022
Q2 		$260K Hold
440
– – 0.05% 296
2022
Q1 		$307K Sell
440
-2
-0.5% -$1.26K 0.05% 297
2021
Q4 		$279K Buy
442
+5
+1% +$3.07K 0.04% 321
2021
Q3 		$264K Sell
437
-3
-0.7% -$1.86K 0.07% 199
2021
Q2 		$246K Buy
+440
New +$223K 0.06% 218
2021
Q1 		– Sell
-431
Closed -$208K – 327
2020
Q4 		$208K Buy
431
+9
+2% +$4.86K 0.04% 331
2020
Q3 		$236K Buy
+422
New +$256K 0.1% 180

Other funds holding REGN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Laidlaw Wealth Management's REGN Position: Q1 2024 in Review

Laidlaw Wealth Management sold out of Regeneron Pharmaceuticals (REGN) in Q1 2024, closing a stake of 509 shares — an estimated $447K sold.

Laidlaw Wealth Management first reported a position in REGN in Q3 2020 and held it in 13 quarters. The position peaked at $447K in Q4 2023. 1,312 funds tracked by Wall St. Rank hold REGN as of Q1 2024.

  • Laidlaw Wealth Management reported no remaining Regeneron Pharmaceuticals position as of Q1 2024 after selling out during the quarter.
  • Laidlaw Wealth Management sold 509 Regeneron Pharmaceuticals shares in Q1 2024, an estimated $447K.
  • Laidlaw Wealth Management first reported a position in Regeneron Pharmaceuticals in Q3 2020 and held it in 13 quarters.
  • Laidlaw Wealth Management's Regeneron Pharmaceuticals position peaked at $447K in Q4 2023.
  • 1,312 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q1 2024.

Based on Laidlaw Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.