SVWA
SNY icon

Sound View Wealth Advisors’s Sanofi SNY Stock Holding History

Sound View 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
2019
Q1 		$329K Sell
7,434
-1,143
-13% -$49K 0.1% 176
2018
Q4 		$372K Buy
+8,577
New +$378K 0.13% 150

Other funds holding SNY

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sound View Wealth Advisors's SNY Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Sanofi (SNY) stake by 13% in Q1 2019, selling an estimated $49K and leaving 7,434 shares worth $329K. The position accounts for 0.1% of the portfolio, ranked #176.

Sound View Wealth Advisors first reported a position in SNY in Q4 2018 and has held it in 2 quarters since. The position peaked at $372K in Q4 2018. 488 funds tracked by Wall St. Rank hold SNY as of Q1 2019.

  • Sound View Wealth Advisors held 7,434 shares of Sanofi worth $329K as of Q1 2019.
  • Sound View Wealth Advisors sold 1,143 Sanofi shares in Q1 2019, an estimated $49K.
  • Sanofi made up 0.1% of Sound View Wealth Advisors's portfolio in Q1 2019, its #176 holding.
  • Sound View Wealth Advisors first reported a position in Sanofi in Q4 2018 and has held it in 2 quarters since.
  • Sound View Wealth Advisors's Sanofi position peaked at $372K in Q4 2018.
  • 488 funds tracked by Wall St. Rank held Sanofi as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.