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	–	755
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	–	1016
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 $191B AUM 17.5% 1-Year Est. Return

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Bank of New York Mellon New York $609B AUM 40.19% 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

Optimum Investment Advisors's SNY Position: Q2 2023 in Review

Optimum Investment Advisors sold out of Sanofi (SNY) in Q2 2023, closing a stake of 36 shares — an estimated $1.96K sold.

Optimum Investment Advisors first reported a position in SNY in Q3 2013 and held it in 17 quarters. The position peaked at $335K in Q1 2015. 672 funds tracked by Wall St. Rank hold SNY as of Q2 2023.

Optimum Investment Advisors reported no remaining Sanofi position as of Q2 2023 after selling out during the quarter.
Optimum Investment Advisors sold 36 Sanofi shares in Q2 2023, an estimated $1.96K.
Optimum Investment Advisors first reported a position in Sanofi in Q3 2013 and held it in 17 quarters.
Optimum Investment Advisors's Sanofi position peaked at $335K in Q1 2015.
672 funds tracked by Wall St. Rank held Sanofi as of Q2 2023.

Based on Optimum Investment Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.