TrinityPoint Wealth’s Sanofi SNY Stock Holding History

TrinityPoint Wealth’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
2023 Q2	–	Sell	-3,807	Closed	-$207K	–	290
2023 Q1	$207K	Buy	+3,807	New	+$185K	0.04%	258
2022 Q3	–	Sell	-4,073	Closed	-$204K	–	294
2022 Q2	$204K	Buy	4,073 +119	+3%	+$6.32K	0.05%	260
2022 Q1	$203K	Sell	3,954 -17,152	-81%	-$886K	0.04%	300
2021 Q4	$1.06M	Sell	21,106 -15	-0.1%	-$742	0.19%	111
2021 Q3	$1.02M	Buy	21,121 +962	+5%	+$48.9K	0.19%	104
2021 Q2	$1.06M	Buy	20,159 +587	+3%	+$30.6K	0.22%	99
2021 Q1	$968K	Sell	19,572 -555	-3%	-$26.7K	0.23%	101
2020 Q4	$989K	Buy	20,127 +434	+2%	+$21.4K	0.24%	93
2020 Q3	$988K	Buy	19,693 +132	+0.7%	+$6.8K	0.27%	90
2020 Q2	$999K	Sell	19,561 -2,222	-10%	-$108K	0.32%	88
2020 Q1	$952K	Buy	21,783 +205	+1%	+$9.81K	0.38%	73
2019 Q4	$1.08M	Sell	21,578 -2,632	-11%	-$123K	0.37%	69
2019 Q3	$1.11M	Buy	+24,210	New	+$1.04M	0.39%	71
2019 Q1	–	Sell	-27,495	Closed	-$1.19M	–	189
2018 Q4	$1.19M	Buy	+27,495	New	+$1.21M	0.73%	38

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

Boston Partners

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

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Bank of New York Mellon

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

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

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

Camber Capital Management Boston, Massachusetts $718M AUM 8.19% 1-Year Est. Return