TW
SNY icon

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
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

TrinityPoint Wealth's SNY Position: Q2 2023 in Review

TrinityPoint Wealth sold out of Sanofi (SNY) in Q2 2023, closing a stake of 3,807 shares — an estimated $207K sold.

TrinityPoint Wealth first reported a position in SNY in Q4 2018 and held it in 14 quarters. The position peaked at $1.19M in Q4 2018. 672 funds tracked by Wall St. Rank hold SNY as of Q2 2023.

  • TrinityPoint Wealth reported no remaining Sanofi position as of Q2 2023 after selling out during the quarter.
  • TrinityPoint Wealth sold 3,807 Sanofi shares in Q2 2023, an estimated $207K.
  • TrinityPoint Wealth first reported a position in Sanofi in Q4 2018 and held it in 14 quarters.
  • TrinityPoint Wealth's Sanofi position peaked at $1.19M in Q4 2018.
  • 672 funds tracked by Wall St. Rank held Sanofi as of Q2 2023.

Based on TrinityPoint Wealth's 13F filing for Q2 2023, filed 7 Aug 2023.