Reilly Financial Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

Reilly Financial Advisors’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 Q4	$100K	Hold	158	–	–	0.01%	288
2021 Q3	$96K	Hold	158	–	–	0.01%	273
2021 Q2	$88K	Hold	158	–	–	0.01%	295
2021 Q1	$75K	Buy	158 +55	+53%	+$26.8K	0.01%	299
2020 Q4	$50K	Buy	103 +70	+212%	+$37.8K	﹤0.01%	337
2020 Q3	$18K	Buy	33 +28	+560%	+$17K	﹤0.01%	462
2020 Q2	$3K	Buy	+5	New	+$2.84K	﹤0.01%	774
2019 Q2	–	Sell	-1	Closed	–	–	1001
2019 Q1	$0	Buy	+1	New	+$412	﹤0.01%	993
2018 Q3	–	Sell	-50	Closed	-$17K	–	1043
2018 Q2	$17K	Buy	50 +47	+1,567%	+$14.7K	﹤0.01%	554
2018 Q1	$1K	Hold	3	–	–	﹤0.01%	938
2017 Q4	$1K	Sell	3 -30	-91%	-$12.2K	﹤0.01%	936
2017 Q3	$15K	Buy	+33	New	+$15.7K	﹤0.01%	560
2014 Q1	–	Sell	-14	Closed	-$4K	–	843
2013 Q4	$4K	Buy	+14	New	+$4.03K	﹤0.01%	715
2013 Q3	–	Sell	-50	Closed	-$12K	–	784
2013 Q2	$12K	Buy	+50	New	+$11.6K	﹤0.01%	441

Other funds holding REGN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Reilly Financial Advisors's REGN Position: Q4 2021 in Review

Reilly Financial Advisors held its Regeneron Pharmaceuticals (REGN) position steady in Q4 2021 at 158 shares worth $100K. The position accounts for 0.01% of the portfolio, ranked #288.

Reilly Financial Advisors first reported a position in REGN in Q2 2013 and has held it in 14 quarters since. 1,080 funds tracked by Wall St. Rank hold REGN as of Q4 2021.

Reilly Financial Advisors held 158 shares of Regeneron Pharmaceuticals worth $100K as of Q4 2021.
Reilly Financial Advisors left its Regeneron Pharmaceuticals share count unchanged in Q4 2021.
Regeneron Pharmaceuticals made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #288 holding.
Reilly Financial Advisors first reported a position in Regeneron Pharmaceuticals in Q2 2013 and has held it in 14 quarters since.
1,080 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.