Walled Lake Planning & Wealth Management’s Regeneron Pharmaceuticals REGN Stock Holding History

Walled Lake Planning & Wealth Management’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
2020 Q4	–	Sell	-292	Closed	-$163K	–	347
2020 Q3	$163K	Sell	292 -48	-14%	-$29.1K	0.13%	71
2020 Q2	$212K	Sell	340 -280	-45%	-$159K	0.18%	62
2020 Q1	$303K	Sell	620 -330	-35%	-$136K	0.28%	40
2019 Q4	$357K	Buy	+950	New	+$320K	0.26%	43

Other funds holding REGN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Walled Lake Planning & Wealth Management's REGN Position: Q4 2020 in Review

Walled Lake Planning & Wealth Management sold out of Regeneron Pharmaceuticals (REGN) in Q4 2020, closing a stake of 292 shares — an estimated $163K sold.

Walled Lake Planning & Wealth Management first reported a position in REGN in Q4 2019 and held it in 4 quarters. The position peaked at $357K in Q4 2019. 903 funds tracked by Wall St. Rank hold REGN as of Q4 2020.

Walled Lake Planning & Wealth Management reported no remaining Regeneron Pharmaceuticals position as of Q4 2020 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 292 Regeneron Pharmaceuticals shares in Q4 2020, an estimated $163K.
Walled Lake Planning & Wealth Management first reported a position in Regeneron Pharmaceuticals in Q4 2019 and held it in 4 quarters.
Walled Lake Planning & Wealth Management's Regeneron Pharmaceuticals position peaked at $357K in Q4 2019.
903 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q4 2020.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2020, filed 19 Feb 2021.