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TrinityPoint Wealth’s Regeneron Pharmaceuticals REGN Stock Holding History

TrinityPoint Wealth’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
2024
Q4 		– Sell
-258
Closed -$271K – 349
2024
Q3 		$271K Sell
258
-8
-3% -$8.9K 0.04% 274
2024
Q2 		$280K Buy
266
+7
+3% +$6.79K 0.04% 254
2024
Q1 		$249K Sell
259
-3
-1% -$2.85K 0.04% 269
2023
Q4 		$230K Buy
262
+12
+5% +$9.88K 0.04% 274
2023
Q3 		$206K Buy
+250
New +$196K 0.04% 270

Other funds holding REGN

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

TrinityPoint Wealth's REGN Position: Q4 2024 in Review

TrinityPoint Wealth sold out of Regeneron Pharmaceuticals (REGN) in Q4 2024, closing a stake of 258 shares — an estimated $271K sold.

TrinityPoint Wealth first reported a position in REGN in Q3 2023 and held it in 5 quarters. The position peaked at $280K in Q2 2024. 1,317 funds tracked by Wall St. Rank hold REGN as of Q4 2024.

  • TrinityPoint Wealth reported no remaining Regeneron Pharmaceuticals position as of Q4 2024 after selling out during the quarter.
  • TrinityPoint Wealth sold 258 Regeneron Pharmaceuticals shares in Q4 2024, an estimated $271K.
  • TrinityPoint Wealth first reported a position in Regeneron Pharmaceuticals in Q3 2023 and held it in 5 quarters.
  • TrinityPoint Wealth's Regeneron Pharmaceuticals position peaked at $280K in Q2 2024.
  • 1,317 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.