Ropes Wealth Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

Ropes Wealth 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 Q3	$326K	Sell	396 -17	-4%	-$13.4K	0.06%	201
2023 Q2	$297K	Buy	+413	New	+$318K	0.05%	225
2021 Q1	–	Sell	-22	Closed	-$11K	–	663
2020 Q4	$11K	Hold	22	–	–	﹤0.01%	530
2020 Q3	$12K	Hold	22	–	–	﹤0.01%	500
2020 Q2	$14K	Sell	22 -5	-19%	-$2.84K	﹤0.01%	428
2020 Q1	$13K	Buy	+27	New	+$11.1K	﹤0.01%	398

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ropes Wealth Advisors's REGN Position: Q3 2023 in Review

Ropes Wealth Advisors reduced its Regeneron Pharmaceuticals (REGN) stake by 4.1% in Q3 2023, selling an estimated $13.4K and leaving 396 shares worth $326K. The position accounts for 0.06% of the portfolio, ranked #201.

Ropes Wealth Advisors first reported a position in REGN in Q1 2020 and has held it in 6 quarters since. 1,177 funds tracked by Wall St. Rank hold REGN as of Q3 2023.

Ropes Wealth Advisors held 396 shares of Regeneron Pharmaceuticals worth $326K as of Q3 2023.
Ropes Wealth Advisors sold 17 Regeneron Pharmaceuticals shares in Q3 2023, an estimated $13.4K.
Regeneron Pharmaceuticals made up 0.06% of Ropes Wealth Advisors's portfolio in Q3 2023, its #201 holding.
Ropes Wealth Advisors first reported a position in Regeneron Pharmaceuticals in Q1 2020 and has held it in 6 quarters since.
1,177 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.