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Pacific Capital Wealth Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

Pacific Capital Wealth 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
2024
Q4 		– Sell
-19
Closed -$20K – 466
2024
Q3 		$20K Buy
19
+2
+12% +$2.23K ﹤0.01% 240
2024
Q2 		$17.9K Buy
+17
New +$16.5K ﹤0.01% 248

Other funds holding REGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pacific Capital Wealth Advisors's REGN Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of Regeneron Pharmaceuticals (REGN) in Q4 2024, closing a stake of 19 shares — an estimated $20K sold.

Pacific Capital Wealth Advisors first reported a position in REGN in Q2 2024 and held it in 2 quarters. The position peaked at $20K in Q3 2024. 1,317 funds tracked by Wall St. Rank hold REGN as of Q4 2024.

  • Pacific Capital Wealth Advisors reported no remaining Regeneron Pharmaceuticals position as of Q4 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 19 Regeneron Pharmaceuticals shares in Q4 2024, an estimated $20K.
  • Pacific Capital Wealth Advisors first reported a position in Regeneron Pharmaceuticals in Q2 2024 and held it in 2 quarters.
  • Pacific Capital Wealth Advisors's Regeneron Pharmaceuticals position peaked at $20K in Q3 2024.
  • 1,317 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.