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Sutton Wealth Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

Sutton 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 		$38.7K Buy
47
+13
+38% +$10.2K 0.02% 261
2023
Q2 		$24.4K Hold
34
– – 0.01% 322
2023
Q1 		$27.9K Sell
34
-2
-6% -$1.51K 0.01% 264
2022
Q4 		$26K Sell
36
-3
-8% -$2.21K 0.01% 592
2022
Q3 		$26.9K Buy
39
+3
+8% +$1.89K 0.01% 563
2022
Q2 		$21.3K Hold
36
– – 0.01% 655
2022
Q1 		$25.1K Buy
36
+3
+9% +$1.9K 0.01% 635
2021
Q4 		$20.8K Hold
33
– – 0.01% 683
2021
Q3 		$20K Sell
33
-2
-6% -$1.24K 0.01% 696
2021
Q2 		$19.5K Hold
35
– – 0.01% 709
2021
Q1 		$16.6K Sell
35
-1
-3% -$487 0.01% 725
2020
Q4 		$17.4K Buy
36
+4
+13% +$2.16K 0.01% 656
2020
Q3 		$17.9K Hold
32
– – 0.01% 575
2020
Q2 		$20K Hold
32
– – 0.01% 534
2020
Q1 		$15.6K Buy
32
+8
+33% +$3.3K 0.01% 540
2019
Q4 		$9.01K Hold
24
– – ﹤0.01% 848
2019
Q3 		$6.66K Buy
24
+1
+4% +$296 ﹤0.01% 881
2019
Q2 		$7.2K Sell
23
-3
-12% -$999 ﹤0.01% 847
2019
Q1 		$10.7K Hold
26
– – 0.01% 772
2018
Q4 		$9.71K Buy
26
+3
+13% +$1.1K 0.01% 754
2018
Q3 		$9.29K Hold
23
– – 0.01% 802
2018
Q2 		$7.93K Hold
23
– – 0.01% 871
2018
Q1 		$7.92K Sell
23
-36
-61% -$12.5K 0.01% 867
2017
Q4 		$22.2K Sell
59
-2
-3% -$810 0.02% 519
2017
Q3 		$27.3K Buy
61
+2
+3% +$952 0.02% 438
2017
Q2 		$29K Hold
59
– – 0.02% 414
2017
Q1 		$22.9K Sell
59
-3
-5% -$1.11K 0.02% 470
2016
Q4 		$22.8K Buy
62
+3
+5% +$1.14K 0.02% 453
2016
Q3 		$23.7K Buy
59
+2
+4% +$802 0.02% 415
2016
Q2 		$19.9K Buy
57
+36
+171% +$13.9K 0.02% 448
2016
Q1 		$7.57K Buy
+21
New +$8.65K 0.01% 660

Other funds holding REGN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Sutton Wealth Advisors increased its Regeneron Pharmaceuticals (REGN) stake by 38% in Q3 2023, buying an estimated $10.2K and bringing the position to 47 shares worth $38.7K. The position accounts for 0.02% of the portfolio, ranked #261.

Sutton Wealth Advisors first reported a position in REGN in Q1 2016 and has held it in 31 quarters since. 1,178 funds tracked by Wall St. Rank hold REGN as of Q3 2023.

  • Sutton Wealth Advisors held 47 shares of Regeneron Pharmaceuticals worth $38.7K as of Q3 2023.
  • Sutton Wealth Advisors bought 13 Regeneron Pharmaceuticals shares in Q3 2023, an estimated $10.2K.
  • Regeneron Pharmaceuticals made up 0.02% of Sutton Wealth Advisors's portfolio in Q3 2023, its #261 holding.
  • Sutton Wealth Advisors first reported a position in Regeneron Pharmaceuticals in Q1 2016 and has held it in 31 quarters since.
  • 1,178 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.