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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 – 911
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 – 1098
2018
Q1 		$64K Buy
+185
New +$64.3K 0.02% 491

Other funds holding REGN

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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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return