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WealthPLAN Partners’s Regeneron Pharmaceuticals REGN Stock Holding History

WealthPLAN Partners’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
2016
Q3 		– Sell
-100
Closed -$1 – 1056
2016
Q2 		$1 Buy
+100
New +$38.5K ﹤0.01% 2585

Other funds holding REGN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

WealthPLAN Partners's REGN Position: Q3 2023 in Review

WealthPLAN Partners sold out of Regeneron Pharmaceuticals (REGN) in Q3 2023, closing a stake of 11 shares — an estimated $7.9K sold.

WealthPLAN Partners first reported a position in REGN in Q2 2016 and held it in 4 quarters. The position peaked at $76.4K in Q1 2023. 1,177 funds tracked by Wall St. Rank hold REGN as of Q3 2023.

  • WealthPLAN Partners reported no remaining Regeneron Pharmaceuticals position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 11 Regeneron Pharmaceuticals shares in Q3 2023, an estimated $7.9K.
  • WealthPLAN Partners first reported a position in Regeneron Pharmaceuticals in Q2 2016 and held it in 4 quarters.
  • WealthPLAN Partners's Regeneron Pharmaceuticals position peaked at $76.4K in Q1 2023.
  • 1,177 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.