MWM
REGN icon

MBE Wealth Management’s Regeneron Pharmaceuticals REGN Stock Holding History

MBE 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
2020
Q2 		– Sell
-27
Closed -$13K – 402
2020
Q1 		$13K Buy
+27
New +$11.1K 0.01% 268

Other funds holding REGN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

MBE Wealth Management's REGN Position: Q2 2020 in Review

MBE Wealth Management sold out of Regeneron Pharmaceuticals (REGN) in Q2 2020, closing a stake of 27 shares — an estimated $13K sold.

MBE Wealth Management first reported a position in REGN in Q1 2020 and held it in 1 quarter. The position peaked at $13K in Q1 2020. 932 funds tracked by Wall St. Rank hold REGN as of Q2 2020.

  • MBE Wealth Management reported no remaining Regeneron Pharmaceuticals position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 27 Regeneron Pharmaceuticals shares in Q2 2020, an estimated $13K.
  • MBE Wealth Management first reported a position in Regeneron Pharmaceuticals in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's Regeneron Pharmaceuticals position peaked at $13K in Q1 2020.
  • 932 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.