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Partnership Wealth Management’s Regeneron Pharmaceuticals REGN Stock Holding History

Partnership Wealth Management’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
Q3 		– Sell
-23
Closed -$24.2K – 209
2024
Q2 		$24.2K Sell
23
-32
-58% -$31K 0.02% 170
2024
Q1 		$52.9K Sell
55
-3
-5% -$2.85K 0.04% 144
2023
Q4 		$54.7K Buy
+58
New +$47.8K 0.04% 140

Other funds holding REGN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Partnership Wealth Management's REGN Position: Q3 2024 in Review

Partnership Wealth Management sold out of Regeneron Pharmaceuticals (REGN) in Q3 2024, closing a stake of 23 shares — an estimated $24.2K sold.

Partnership Wealth Management first reported a position in REGN in Q4 2023 and held it in 3 quarters. The position peaked at $54.7K in Q4 2023. 1,388 funds tracked by Wall St. Rank hold REGN as of Q3 2024.

  • Partnership Wealth Management reported no remaining Regeneron Pharmaceuticals position as of Q3 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 23 Regeneron Pharmaceuticals shares in Q3 2024, an estimated $24.2K.
  • Partnership Wealth Management first reported a position in Regeneron Pharmaceuticals in Q4 2023 and held it in 3 quarters.
  • Partnership Wealth Management's Regeneron Pharmaceuticals position peaked at $54.7K in Q4 2023.
  • 1,388 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q3 2024.

Based on Partnership Wealth Management's 13F filing for Q3 2024, filed 8 Oct 2024.