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Pacific Capital Wealth Advisors’s Sanofi SNY Stock Holding History

Pacific Capital Wealth 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
2024
Q2 		– Sell
-159
Closed -$7.73K – 655
2024
Q1 		$7.73K Buy
+159
New +$7.76K ﹤0.01% 251

Other funds holding SNY

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Pacific Capital Wealth Advisors's SNY Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of Sanofi (SNY) in Q2 2024, closing a stake of 159 shares — an estimated $7.73K sold.

Pacific Capital Wealth Advisors first reported a position in SNY in Q1 2024 and held it in 1 quarter. The position peaked at $7.73K in Q1 2024. 730 funds tracked by Wall St. Rank hold SNY as of Q2 2024.

  • Pacific Capital Wealth Advisors reported no remaining Sanofi position as of Q2 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 159 Sanofi shares in Q2 2024, an estimated $7.73K.
  • Pacific Capital Wealth Advisors first reported a position in Sanofi in Q1 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Sanofi position peaked at $7.73K in Q1 2024.
  • 730 funds tracked by Wall St. Rank held Sanofi as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.