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Resurgent Financial Advisors’s Sanofi SNY Stock Holding History

Resurgent Financial 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
2023
Q4 		– Sell
-500
Closed -$26.8K – 529
2023
Q3 		$26.8K Sell
500
-143
-22% -$7.62K 0.02% 437
2023
Q2 		$34.7K Sell
643
-190
-23% -$10.2K 0.02% 397
2023
Q1 		$45.3K Sell
833
-492
-37% -$23.9K 0.03% 344
2022
Q4 		$64.2K Buy
+1,325
New +$58.2K 0.03% 382

Other funds holding SNY

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Resurgent Financial Advisors's SNY Position: Q4 2023 in Review

Resurgent Financial Advisors sold out of Sanofi (SNY) in Q4 2023, closing a stake of 500 shares — an estimated $26.8K sold.

Resurgent Financial Advisors first reported a position in SNY in Q4 2022 and held it in 4 quarters. The position peaked at $64.2K in Q4 2022. 709 funds tracked by Wall St. Rank hold SNY as of Q4 2023.

  • Resurgent Financial Advisors reported no remaining Sanofi position as of Q4 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 500 Sanofi shares in Q4 2023, an estimated $26.8K.
  • Resurgent Financial Advisors first reported a position in Sanofi in Q4 2022 and held it in 4 quarters.
  • Resurgent Financial Advisors's Sanofi position peaked at $64.2K in Q4 2022.
  • 709 funds tracked by Wall St. Rank held Sanofi as of Q4 2023.

Based on Resurgent Financial Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.