Monterey Private Wealth’s Sanofi SNY Stock Holding History

Monterey 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	-4,673	Closed	-$241K	–	120
2022 Q1	$241K	Buy	+4,673	New	+$241K	0.12%	103

Other funds holding SNY

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Monterey Private Wealth's SNY Position: Q2 2022 in Review

Monterey Private Wealth sold out of Sanofi (SNY) in Q2 2022, closing a stake of 4,673 shares — an estimated $241K sold.

Monterey Private Wealth first reported a position in SNY in Q1 2022 and held it in 1 quarter. The position peaked at $241K in Q1 2022. 656 funds tracked by Wall St. Rank hold SNY as of Q2 2022.

Monterey Private Wealth reported no remaining Sanofi position as of Q2 2022 after selling out during the quarter.
Monterey Private Wealth sold 4,673 Sanofi shares in Q2 2022, an estimated $241K.
Monterey Private Wealth first reported a position in Sanofi in Q1 2022 and held it in 1 quarter.
Monterey Private Wealth's Sanofi position peaked at $241K in Q1 2022.
656 funds tracked by Wall St. Rank held Sanofi as of Q2 2022.

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