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Optimum Investment Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

Optimum 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
2021
Q3 		– Sell
-75
Closed -$42K – 909
2021
Q2 		$42K Hold
75
– – 0.01% 548
2021
Q1 		$35K Hold
75
– – 0.01% 574
2020
Q4 		$36K Sell
75
-460
-86% -$248K 0.01% 534
2020
Q3 		$299K Hold
535
– – 0.1% 179
2020
Q2 		$334K Buy
535
+135
+34% +$76.6K 0.12% 164
2020
Q1 		$195K Buy
400
+250
+167% +$103K 0.08% 216
2019
Q4 		$56K Buy
+150
New +$50.5K 0.02% 497
2018
Q2 		– Sell
-185
Closed -$64K – 1088
2018
Q1 		$64K Buy
+185
New +$64.3K 0.02% 491

Other funds holding REGN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Optimum Investment Advisors's REGN Position: Q3 2021 in Review

Optimum Investment Advisors sold out of Regeneron Pharmaceuticals (REGN) in Q3 2021, closing a stake of 75 shares — an estimated $42K sold.

Optimum Investment Advisors first reported a position in REGN in Q1 2018 and held it in 8 quarters. The position peaked at $334K in Q2 2020. 1,019 funds tracked by Wall St. Rank hold REGN as of Q3 2021.

  • Optimum Investment Advisors reported no remaining Regeneron Pharmaceuticals position as of Q3 2021 after selling out during the quarter.
  • Optimum Investment Advisors sold 75 Regeneron Pharmaceuticals shares in Q3 2021, an estimated $42K.
  • Optimum Investment Advisors first reported a position in Regeneron Pharmaceuticals in Q1 2018 and held it in 8 quarters.
  • Optimum Investment Advisors's Regeneron Pharmaceuticals position peaked at $334K in Q2 2020.
  • 1,019 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q3 2021.

Based on Optimum Investment Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.