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Live Oak Private Wealth’s Sanofi SNY Stock Holding History

Live Oak Private Wealth’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
2022
Q2 		– Sell
-18,359
Closed -$943K – 177
2022
Q1 		$943K Buy
18,359
+1,363
+8% +$70.4K 0.18% 89
2021
Q4 		$851K Sell
16,996
-2,989
-15% -$148K 0.16% 98
2021
Q3 		$963K Buy
19,985
+7,004
+54% +$356K 0.2% 97
2021
Q2 		$684K Buy
12,981
+985
+8% +$51.4K 0.15% 99
2021
Q1 		$593K Buy
11,996
+6,489
+118% +$312K 0.15% 101
2020
Q4 		$268K Buy
5,507
+1,190
+28% +$58.7K 0.08% 126
2020
Q3 		$217K Sell
4,317
-78
-2% -$4.02K 0.07% 123
2020
Q2 		$224K Buy
+4,395
New +$214K 0.08% 121

Other funds holding SNY

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Live Oak Private Wealth's SNY Position: Q2 2022 in Review

Live Oak Private Wealth sold out of Sanofi (SNY) in Q2 2022, closing a stake of 18,359 shares — an estimated $943K sold.

Live Oak Private Wealth first reported a position in SNY in Q2 2020 and held it in 8 quarters. The position peaked at $963K in Q3 2021. 655 funds tracked by Wall St. Rank hold SNY as of Q2 2022.

  • Live Oak Private Wealth reported no remaining Sanofi position as of Q2 2022 after selling out during the quarter.
  • Live Oak Private Wealth sold 18,359 Sanofi shares in Q2 2022, an estimated $943K.
  • Live Oak Private Wealth first reported a position in Sanofi in Q2 2020 and held it in 8 quarters.
  • Live Oak Private Wealth's Sanofi position peaked at $963K in Q3 2021.
  • 655 funds tracked by Wall St. Rank held Sanofi as of Q2 2022.

Based on Live Oak Private Wealth's 13F filing for Q2 2022, filed 27 Jul 2022.