Tradition Wealth Management’s Sanofi SNY Stock Holding History

Tradition 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
2024 Q1	–	Sell	-56	Closed	-$3K	–	1060
2023 Q4	$3K	Sell	56 -367	-87%	-$17.9K	﹤0.01%	1249
2023 Q3	$23K	Buy	423 +56	+15%	+$2.99K	﹤0.01%	812
2023 Q2	$20K	Buy	367 +67	+22%	+$3.6K	﹤0.01%	886
2023 Q1	$16K	Hold	300	–	–	﹤0.01%	885
2022 Q4	$15K	Hold	300	–	–	﹤0.01%	811
2022 Q3	$11K	Hold	300	–	–	﹤0.01%	914
2022 Q2	$15K	Hold	300	–	–	﹤0.01%	724
2022 Q1	$15K	Hold	300	–	–	﹤0.01%	798
2021 Q4	$15K	Hold	300	–	–	﹤0.01%	805
2021 Q3	$14K	Hold	300	–	–	﹤0.01%	824
2021 Q2	$16K	Hold	300	–	–	﹤0.01%	817
2021 Q1	$15K	Hold	300	–	–	﹤0.01%	696
2020 Q4	$15K	Buy	+300	New	+$14.8K	﹤0.01%	650

Other funds holding SNY

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

Fidelity Investments

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

Fisher Asset Management

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

Boston Partners

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

Bank of America

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Bank of New York Mellon

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $6.69B AUM