Summit Wealth & Retirement Planning’s Regeneron Pharmaceuticals REGN Stock Holding History

Summit Wealth & Retirement Planning’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
2022 Q4	–	Sell	-516	Closed	-$355K	–	121
2022 Q3	$355K	Hold	516	–	–	0.14%	81
2022 Q2	$305K	Sell	516 -1,204	-70%	-$783K	0.12%	87
2022 Q1	$1.2M	Sell	1,720 -80	-4%	-$50.6K	0.42%	39
2021 Q4	$1.14M	Sell	1,800 -113	-6%	-$69.5K	0.39%	38
2021 Q3	$1.16M	Sell	1,913 -631	-25%	-$392K	0.42%	40
2021 Q2	$1.42M	Buy	+2,544	New	+$1.29M	0.53%	38

Other funds holding REGN

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Summit Wealth & Retirement Planning's REGN Position: Q4 2022 in Review

Summit Wealth & Retirement Planning sold out of Regeneron Pharmaceuticals (REGN) in Q4 2022, closing a stake of 516 shares — an estimated $355K sold.

Summit Wealth & Retirement Planning first reported a position in REGN in Q2 2021 and held it in 6 quarters. The position peaked at $1.42M in Q2 2021. 1,158 funds tracked by Wall St. Rank hold REGN as of Q4 2022.

Summit Wealth & Retirement Planning reported no remaining Regeneron Pharmaceuticals position as of Q4 2022 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 516 Regeneron Pharmaceuticals shares in Q4 2022, an estimated $355K.
Summit Wealth & Retirement Planning first reported a position in Regeneron Pharmaceuticals in Q2 2021 and held it in 6 quarters.
Summit Wealth & Retirement Planning's Regeneron Pharmaceuticals position peaked at $1.42M in Q2 2021.
1,158 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q4 2022.

Based on Summit Wealth & Retirement Planning's 13F filing for Q4 2022, filed 10 Feb 2023.