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Marks Group Wealth Management’s Sanofi SNY Stock Holding History

Marks Group 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
2022
Q3 		– Sell
-4,447
Closed -$222K – 293
2022
Q2 		$222K Hold
4,447
– – 0.03% 270
2022
Q1 		$228K Hold
4,447
– – 0.03% 285
2021
Q4 		$223K Buy
+4,447
New +$220K 0.03% 292
2021
Q3 		– Sell
-4,143
Closed -$218K – 297
2021
Q2 		$218K Buy
+4,143
New +$216K 0.03% 249
2021
Q1 		– Sell
-4,295
Closed -$209K – 270
2020
Q4 		$209K Hold
4,295
– – 0.03% 242
2020
Q3 		$215K Hold
4,295
– – 0.04% 222
2020
Q2 		$219K Buy
+4,295
New +$209K 0.04% 218

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Marks Group Wealth Management's SNY Position: Q3 2022 in Review

Marks Group Wealth Management sold out of Sanofi (SNY) in Q3 2022, closing a stake of 4,447 shares — an estimated $222K sold.

Marks Group Wealth Management first reported a position in SNY in Q2 2020 and held it in 7 quarters. The position peaked at $228K in Q1 2022. 587 funds tracked by Wall St. Rank hold SNY as of Q3 2022.

  • Marks Group Wealth Management reported no remaining Sanofi position as of Q3 2022 after selling out during the quarter.
  • Marks Group Wealth Management sold 4,447 Sanofi shares in Q3 2022, an estimated $222K.
  • Marks Group Wealth Management first reported a position in Sanofi in Q2 2020 and held it in 7 quarters.
  • Marks Group Wealth Management's Sanofi position peaked at $228K in Q1 2022.
  • 587 funds tracked by Wall St. Rank held Sanofi as of Q3 2022.

Based on Marks Group Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.