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Perfromance Wealth Partners’s Sanofi SNY Stock Holding History

Perfromance Wealth Partners’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
2025
Q2 		– Sell
-4,000
Closed -$222K – 199
2025
Q1 		$222K Buy
+4,000
New +$217K 0.01% 160
2024
Q4 		– Sell
-4,070
Closed -$235K – 202
2024
Q3 		$235K Buy
+4,070
New +$220K 0.01% 169
2024
Q2 		– Sell
-4,119
Closed -$200K – 181
2024
Q1 		$200K Buy
+4,119
New +$201K 0.01% 158

Other funds holding SNY

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Perfromance Wealth Partners's SNY Position: Q2 2025 in Review

Perfromance Wealth Partners sold out of Sanofi (SNY) in Q2 2025, closing a stake of 4,000 shares — an estimated $222K sold.

Perfromance Wealth Partners first reported a position in SNY in Q1 2024 and held it in 3 quarters. The position peaked at $235K in Q3 2024. 729 funds tracked by Wall St. Rank hold SNY as of Q2 2025.

  • Perfromance Wealth Partners reported no remaining Sanofi position as of Q2 2025 after selling out during the quarter.
  • Perfromance Wealth Partners sold 4,000 Sanofi shares in Q2 2025, an estimated $222K.
  • Perfromance Wealth Partners first reported a position in Sanofi in Q1 2024 and held it in 3 quarters.
  • Perfromance Wealth Partners's Sanofi position peaked at $235K in Q3 2024.
  • 729 funds tracked by Wall St. Rank held Sanofi as of Q2 2025.

Based on Perfromance Wealth Partners's 13F filing for Q2 2025, filed 28 Jul 2025.