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Milestone Investment Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

Milestone Investment Advisors’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
2023
Q4 		– Sell
-66
Closed -$54.3K – 371
2023
Q3 		$54.3K Buy
+66
New +$51.9K 0.02% 191
2023
Q2 		– Sell
-66
Closed -$54.2K – 369
2023
Q1 		$54.2K Buy
+66
New +$49.8K 0.02% 198

Other funds holding REGN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Milestone Investment Advisors's REGN Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Regeneron Pharmaceuticals (REGN) in Q4 2023, closing a stake of 66 shares — an estimated $54.3K sold.

Milestone Investment Advisors first reported a position in REGN in Q1 2023 and held it in 2 quarters. The position peaked at $54.3K in Q3 2023. 1,272 funds tracked by Wall St. Rank hold REGN as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Regeneron Pharmaceuticals position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 66 Regeneron Pharmaceuticals shares in Q4 2023, an estimated $54.3K.
  • Milestone Investment Advisors first reported a position in Regeneron Pharmaceuticals in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Regeneron Pharmaceuticals position peaked at $54.3K in Q3 2023.
  • 1,272 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.