Rise Advisors’s Sanofi SNY Stock Holding History

Rise 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
2024 Q2	–	Sell	-679	Closed	-$33K	–	1268
2024 Q1	$33K	Buy	679 +173	+34%	+$8.45K	0.02%	343
2023 Q4	$25.2K	Buy	506 +251	+98%	+$12.3K	0.02%	229
2023 Q3	$13.7K	Buy	+255	New	+$13.6K	0.01%	283

Other funds holding SNY

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Rise Advisors's SNY Position: Q2 2024 in Review

Rise Advisors sold out of Sanofi (SNY) in Q2 2024, closing a stake of 679 shares — an estimated $33K sold.

Rise Advisors first reported a position in SNY in Q3 2023 and held it in 3 quarters. The position peaked at $33K in Q1 2024. 730 funds tracked by Wall St. Rank hold SNY as of Q2 2024.

Rise Advisors reported no remaining Sanofi position as of Q2 2024 after selling out during the quarter.
Rise Advisors sold 679 Sanofi shares in Q2 2024, an estimated $33K.
Rise Advisors first reported a position in Sanofi in Q3 2023 and held it in 3 quarters.
Rise Advisors's Sanofi position peaked at $33K in Q1 2024.
730 funds tracked by Wall St. Rank held Sanofi as of Q2 2024.

Based on Rise Advisors's 13F filing for Q2 2024, filed 9 Jul 2024.