Optimum Investment Advisors’s Sanofi SNY Stock Holding History

Optimum Investment Advisors’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
2023 Q2	–	Sell	-36	Closed	-$1.96K	–	758
2023 Q1	$1.96K	Hold	36	–	–	﹤0.01%	674
2022 Q4	$1.74K	Hold	36	–	–	﹤0.01%	688
2022 Q3	$1K	Buy	+36	New	+$1.6K	﹤0.01%	784
2019 Q4	–	Sell	-194	Closed	-$9K	–	1027
2019 Q3	$9K	Buy	+194	New	+$8.37K	﹤0.01%	822
2017 Q1	–	Sell	-5,595	Closed	-$226K	–	293
2016 Q4	$226K	Sell	5,595 -100	-2%	-$3.94K	0.09%	250
2016 Q3	$217K	Hold	5,695	–	–	0.08%	259
2016 Q2	$238K	Buy	5,695 +200	+4%	+$8.2K	0.09%	237
2016 Q1	$221K	Sell	5,495 -945	-15%	-$38K	0.09%	240
2015 Q4	$275K	Hold	6,440	–	–	0.11%	215
2015 Q3	$306K	Buy	+6,440	New	+$328K	0.12%	201
2015 Q1	$335K	Hold	6,770	–	–	0.11%	204
2014 Q4	$309K	Buy	6,770 +1,470	+28%	+$71.3K	0.1%	202
2014 Q3	$299K	Buy	5,300 +560	+12%	+$30.1K	0.1%	195
2014 Q2	$252K	Hold	4,740	–	–	0.08%	229
2014 Q1	$248K	Hold	4,740	–	–	0.09%	202
2013 Q4	$254K	Sell	4,740 -1,020	-18%	-$52.6K	0.1%	191
2013 Q3	$292K	Buy	+5,760	New	+$293K	0.12%	173

Other funds holding SNY

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Camber Capital Management Boston, Massachusetts $718M AUM 8.19% 1-Year Est. Return