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Polaris Wealth Advisory Group’s Regeneron Pharmaceuticals REGN Stock Holding History

Polaris Wealth Advisory Group’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
2021
Q3 		– Sell
-15,684
Closed -$9.01M – 197
2021
Q2 		$9.01M Buy
+15,684
New +$7.95M 0.54% 57

Other funds holding REGN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Polaris Wealth Advisory Group's REGN Position: Q3 2021 in Review

Polaris Wealth Advisory Group sold out of Regeneron Pharmaceuticals (REGN) in Q3 2021, closing a stake of 15,684 shares — an estimated $9.01M sold.

Polaris Wealth Advisory Group first reported a position in REGN in Q2 2021 and held it in 1 quarter. The position peaked at $9.01M in Q2 2021. 1,019 funds tracked by Wall St. Rank hold REGN as of Q3 2021.

  • Polaris Wealth Advisory Group reported no remaining Regeneron Pharmaceuticals position as of Q3 2021 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 15,684 Regeneron Pharmaceuticals shares in Q3 2021, an estimated $9.01M.
  • Polaris Wealth Advisory Group first reported a position in Regeneron Pharmaceuticals in Q2 2021 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Regeneron Pharmaceuticals position peaked at $9.01M in Q2 2021.
  • 1,019 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q3 2021.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2021, filed 18 Oct 2021.