Summit Wealth Group’s Sanofi SNY Stock Holding History

Summit Wealth Group’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 Q2	–	Sell	-32,380	Closed	-$1K	–	232
2023 Q1	$1K	Buy	+32,380	New	+$1.57M	0.02%	141
2021 Q3	–	Sell	-29	Closed	-$2K	–	187
2021 Q2	$2K	Hold	29	–	–	﹤0.01%	165
2021 Q1	$1K	Buy	+29	New	+$1.39K	﹤0.01%	172

Other funds holding SNY

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Summit Wealth Group's SNY Position: Q2 2023 in Review

Summit Wealth Group sold out of Sanofi (SNY) in Q2 2023, closing a stake of 32,380 shares — an estimated $1K sold.

Summit Wealth Group first reported a position in SNY in Q1 2021 and held it in 3 quarters. The position peaked at $2K in Q2 2021. 672 funds tracked by Wall St. Rank hold SNY as of Q2 2023.

Summit Wealth Group reported no remaining Sanofi position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 32,380 Sanofi shares in Q2 2023, an estimated $1K.
Summit Wealth Group first reported a position in Sanofi in Q1 2021 and held it in 3 quarters.
Summit Wealth Group's Sanofi position peaked at $2K in Q2 2021.
672 funds tracked by Wall St. Rank held Sanofi as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.