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Polaris Wealth Advisory Group’s Sanofi SNY Stock Holding History

Polaris Wealth Advisory Group’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
2018
Q4 		– Sell
-256
Closed -$11K – 405
2018
Q3 		$11K Buy
+256
New +$10.9K ﹤0.01% 402
2016
Q1 		– Sell
-5,580
Closed -$238K – 139
2015
Q4 		$238K Buy
+5,580
New +$257K 0.04% 131

Other funds holding SNY

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Polaris Wealth Advisory Group's SNY Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Sanofi (SNY) in Q4 2018, closing a stake of 256 shares — an estimated $11K sold.

Polaris Wealth Advisory Group first reported a position in SNY in Q4 2015 and held it in 2 quarters. The position peaked at $238K in Q4 2015. 501 funds tracked by Wall St. Rank hold SNY as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Sanofi position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 256 Sanofi shares in Q4 2018, an estimated $11K.
  • Polaris Wealth Advisory Group first reported a position in Sanofi in Q4 2015 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Sanofi position peaked at $238K in Q4 2015.
  • 501 funds tracked by Wall St. Rank held Sanofi as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.