Provenance Wealth Advisors’s Sanofi SNY Stock Holding History

Provenance 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
2026 Q1	$24.3K	Hold	505	–	–	﹤0.01%	258
2025 Q4	$24.5K	Hold	505	–	–	﹤0.01%	251
2025 Q3	$23.8K	Hold	505	–	–	﹤0.01%	270
2025 Q2	$24.4K	Sell	505 -165	-25%	-$8.43K	﹤0.01%	251
2025 Q1	$37.2K	Hold	670	–	–	0.01%	238
2024 Q4	$32.3K	Hold	670	–	–	﹤0.01%	245
2024 Q3	$38.6K	Hold	670	–	–	﹤0.01%	249
2024 Q2	$32.5K	Hold	670	–	–	﹤0.01%	230
2024 Q1	$32.6K	Hold	670	–	–	﹤0.01%	243
2023 Q4	$33.3K	Buy	670 +561	+515%	+$27.4K	﹤0.01%	229
2023 Q3	$5.85K	Buy	+109	New	+$5.81K	﹤0.01%	265

Other funds holding SNY

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return