SVA Wealth Management’s Sanofi SNY Stock Holding History

SVA Wealth Management’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
2018 Q2	–	Sell	-4,369	Closed	-$218K	–	230
2018 Q1	$218K	Buy	+4,369	New	+$182K	0.03%	196
2017 Q4	–	Sell	-4,369	Closed	-$218K	–	209
2017 Q3	$218K	Sell	4,369 -128	-3%	-$6.19K	0.03%	196
2017 Q2	$215K	Sell	4,497 -200	-4%	-$9.56K	0.03%	191
2017 Q1	$213K	Sell	4,697 -24,883	-84%	-$1.06M	0.03%	185
2016 Q4	$1.2M	Sell	29,580 -2,967	-9%	-$117K	0.18%	102
2016 Q3	$1.24M	Buy	32,547 +2,716	+9%	+$109K	0.19%	97
2016 Q2	$1.25M	Sell	29,831 -504	-2%	-$20.7K	0.2%	100
2016 Q1	$1.22M	Buy	30,335 +769	+3%	+$30.9K	0.2%	98
2015 Q4	$1.26M	Sell	29,566 -5,276	-15%	-$243K	0.22%	101
2015 Q3	$1.65M	Buy	34,842 +1,390	+4%	+$70.8K	0.31%	84
2015 Q2	$1.66M	Buy	33,452 +903	+3%	+$45.8K	0.3%	90
2015 Q1	$1.61M	Buy	32,549 +15,638	+92%	+$748K	0.29%	92
2014 Q4	$771K	Buy	+16,911	New	+$821K	0.28%	84

Other funds holding SNY

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

SVA Wealth Management's SNY Position: Q2 2018 in Review

SVA Wealth Management sold out of Sanofi (SNY) in Q2 2018, closing a stake of 4,369 shares — an estimated $218K sold.

SVA Wealth Management first reported a position in SNY in Q4 2014 and held it in 13 quarters. The position peaked at $1.66M in Q2 2015. 478 funds tracked by Wall St. Rank hold SNY as of Q2 2018.

SVA Wealth Management reported no remaining Sanofi position as of Q2 2018 after selling out during the quarter.
SVA Wealth Management sold 4,369 Sanofi shares in Q2 2018, an estimated $218K.
SVA Wealth Management first reported a position in Sanofi in Q4 2014 and held it in 13 quarters.
SVA Wealth Management's Sanofi position peaked at $1.66M in Q2 2015.
478 funds tracked by Wall St. Rank held Sanofi as of Q2 2018.

Based on SVA Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.