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Marcum Wealth’s Regeneron Pharmaceuticals REGN Stock Holding History

Marcum Wealth’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
Q4 		– Sell
-202
Closed -$212K – 430
2024
Q3 		$212K Buy
202
+9
+5% +$10K 0.02% 354
2024
Q2 		$203K Buy
+193
New +$187K 0.02% 336
2024
Q1 		– Sell
-229
Closed -$201K – 414
2023
Q4 		$201K Buy
+229
New +$189K 0.02% 338

Other funds holding REGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Marcum Wealth's REGN Position: Q4 2024 in Review

Marcum Wealth sold out of Regeneron Pharmaceuticals (REGN) in Q4 2024, closing a stake of 202 shares — an estimated $212K sold.

Marcum Wealth first reported a position in REGN in Q4 2023 and held it in 3 quarters. The position peaked at $212K in Q3 2024. 1,318 funds tracked by Wall St. Rank hold REGN as of Q4 2024.

  • Marcum Wealth reported no remaining Regeneron Pharmaceuticals position as of Q4 2024 after selling out during the quarter.
  • Marcum Wealth sold 202 Regeneron Pharmaceuticals shares in Q4 2024, an estimated $212K.
  • Marcum Wealth first reported a position in Regeneron Pharmaceuticals in Q4 2023 and held it in 3 quarters.
  • Marcum Wealth's Regeneron Pharmaceuticals position peaked at $212K in Q3 2024.
  • 1,318 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q4 2024.

Based on Marcum Wealth's 13F filing for Q4 2024, filed 13 Jan 2025.