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Lake Point Wealth Management’s Sanofi SNY Stock Holding History

Lake Point Wealth Management’s Portfolio SNY Stock Details SNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-137
Closed -$7K – 454
2019
Q4 		$7K Buy
+137
New +$6.42K ﹤0.01% 315
2019
Q2 		$7K Hold
166
– – ﹤0.01% 382
2019
Q1 		$7K Sell
166
-53
-24% -$2.27K ﹤0.01% 382
2018
Q4 		$10K Buy
+219
New +$9.66K ﹤0.01% 459

Other funds holding SNY

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Lake Point Wealth Management's SNY Position: Q1 2020 in Review

Lake Point Wealth Management sold out of Sanofi (SNY) in Q1 2020, closing a stake of 137 shares — an estimated $7K sold.

Lake Point Wealth Management first reported a position in SNY in Q4 2018 and held it in 4 quarters. The position peaked at $10K in Q4 2018. 547 funds tracked by Wall St. Rank hold SNY as of Q1 2020.

  • Lake Point Wealth Management reported no remaining Sanofi position as of Q1 2020 after selling out during the quarter.
  • Lake Point Wealth Management sold 137 Sanofi shares in Q1 2020, an estimated $7K.
  • Lake Point Wealth Management first reported a position in Sanofi in Q4 2018 and held it in 4 quarters.
  • Lake Point Wealth Management's Sanofi position peaked at $10K in Q4 2018.
  • 547 funds tracked by Wall St. Rank held Sanofi as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.