Liberty Wealth Management’s Sanofi SNY Stock Holding History

Liberty 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
2021 Q4	–	Sell	-1,034	Closed	-$50K	–	957
2021 Q3	$50K	Buy	1,034 +17	+2%	+$864	0.02%	427
2021 Q2	$54K	Sell	1,017 -508	-33%	-$26.5K	0.02%	304
2021 Q1	$72K	Hold	1,525	–	–	0.04%	223
2020 Q4	$72K	Buy	1,525 +188	+14%	+$9.27K	0.04%	221
2020 Q3	$67K	Sell	1,337 -21	-2%	-$1.08K	0.04%	195
2020 Q2	$70K	Hold	1,358	–	–	0.05%	187
2020 Q1	$59K	Buy	1,358 +29	+2%	+$1.39K	0.05%	195
2019 Q4	$67K	Buy	1,329 +306	+30%	+$14.3K	0.05%	209
2019 Q3	$47K	Sell	1,023 -6	-0.6%	-$259	0.04%	236
2019 Q2	$45K	Buy	1,029 +13	+1%	+$553	0.04%	264
2019 Q1	$44K	Sell	1,016 -39	-4%	-$1.67K	0.03%	216
2018 Q4	$45K	Buy	+1,055	New	+$46.5K	0.03%	204

Other funds holding SNY

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

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

Liberty Wealth Management sold out of Sanofi (SNY) in Q4 2021, closing a stake of 1,034 shares — an estimated $50K sold.

Liberty Wealth Management first reported a position in SNY in Q4 2018 and held it in 12 quarters. The position peaked at $72K in Q1 2021. 624 funds tracked by Wall St. Rank hold SNY as of Q4 2021.

Liberty Wealth Management reported no remaining Sanofi position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 1,034 Sanofi shares in Q4 2021, an estimated $50K.
Liberty Wealth Management first reported a position in Sanofi in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Sanofi position peaked at $72K in Q1 2021.
624 funds tracked by Wall St. Rank held Sanofi as of Q4 2021.

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