SOA Wealth Advisors’s Sanofi SNY Stock Holding History

SOA Wealth 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
2021 Q3	–	Sell	-312	Closed	-$16K	–	985
2021 Q2	$16K	Hold	312	–	–	﹤0.01%	494
2021 Q1	$15K	Hold	312	–	–	﹤0.01%	450
2020 Q4	$14K	Buy	+312	New	+$15.4K	﹤0.01%	460

Other funds holding SNY

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

SOA Wealth Advisors's SNY Position: Q3 2021 in Review

SOA Wealth Advisors sold out of Sanofi (SNY) in Q3 2021, closing a stake of 312 shares — an estimated $16K sold.

SOA Wealth Advisors first reported a position in SNY in Q4 2020 and held it in 3 quarters. The position peaked at $16K in Q2 2021. 576 funds tracked by Wall St. Rank hold SNY as of Q3 2021.

SOA Wealth Advisors reported no remaining Sanofi position as of Q3 2021 after selling out during the quarter.
SOA Wealth Advisors sold 312 Sanofi shares in Q3 2021, an estimated $16K.
SOA Wealth Advisors first reported a position in Sanofi in Q4 2020 and held it in 3 quarters.
SOA Wealth Advisors's Sanofi position peaked at $16K in Q2 2021.
576 funds tracked by Wall St. Rank held Sanofi as of Q3 2021.

Based on SOA Wealth Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.