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Resurgent Financial Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

Resurgent 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
2023
Q1 		– Sell
-665
Closed -$480K – 599
2022
Q4 		$480K Sell
665
-258
-28% -$190K 0.25% 95
2022
Q3 		$636K Sell
923
-22
-2% -$13.8K 0.43% 64
2022
Q2 		$559K Sell
945
-7
-0.7% -$4.55K 0.36% 86
2022
Q1 		$665K Buy
+952
New +$602K 0.41% 68

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $3.38T AUM 44.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Resurgent Financial Advisors's REGN Position: Q1 2023 in Review

Resurgent Financial Advisors sold out of Regeneron Pharmaceuticals (REGN) in Q1 2023, closing a stake of 665 shares — an estimated $480K sold.

Resurgent Financial Advisors first reported a position in REGN in Q1 2022 and held it in 4 quarters. The position peaked at $665K in Q1 2022. 1,191 funds tracked by Wall St. Rank hold REGN as of Q1 2023.

  • Resurgent Financial Advisors reported no remaining Regeneron Pharmaceuticals position as of Q1 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 665 Regeneron Pharmaceuticals shares in Q1 2023, an estimated $480K.
  • Resurgent Financial Advisors first reported a position in Regeneron Pharmaceuticals in Q1 2022 and held it in 4 quarters.
  • Resurgent Financial Advisors's Regeneron Pharmaceuticals position peaked at $665K in Q1 2022.
  • 1,191 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q1 2023.

Based on Resurgent Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.