Liberty Wealth Management’s Regeneron Pharmaceuticals REGN Stock Holding History

Liberty 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
2021 Q4	–	Sell	-110	Closed	-$68K	–	876
2021 Q3	$68K	Buy	+110	New	+$68.3K	0.02%	364
2021 Q1	–	Sell	-1	Closed	–	–	1024
2020 Q4	$0	Buy	+1	New	+$540	﹤0.01%	1050
2020 Q3	–	Sell	-10	Closed	-$6K	–	933
2020 Q2	$6K	Sell	10 -10	-50%	-$5.68K	﹤0.01%	583
2020 Q1	$10K	Sell	20 -10	-33%	-$4.13K	0.01%	463
2019 Q4	$11K	Hold	30	–	–	0.01%	525
2019 Q3	$8K	Buy	+30	New	+$8.88K	0.01%	561
2019 Q1	–	Sell	-39	Closed	-$14K	–	825
2018 Q4	$14K	Buy	+39	New	+$14.3K	0.01%	378

Other funds holding REGN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Liberty Wealth Management's REGN Position: Q4 2021 in Review

Liberty Wealth Management sold out of Regeneron Pharmaceuticals (REGN) in Q4 2021, closing a stake of 110 shares — an estimated $68K sold.

Liberty Wealth Management first reported a position in REGN in Q4 2018 and held it in 7 quarters. The position peaked at $68K in Q3 2021. 1,078 funds tracked by Wall St. Rank hold REGN as of Q4 2021.

Liberty Wealth Management reported no remaining Regeneron Pharmaceuticals position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 110 Regeneron Pharmaceuticals shares in Q4 2021, an estimated $68K.
Liberty Wealth Management first reported a position in Regeneron Pharmaceuticals in Q4 2018 and held it in 7 quarters.
Liberty Wealth Management's Regeneron Pharmaceuticals position peaked at $68K in Q3 2021.
1,078 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.