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WealthPLAN Partners’s Sanofi SNY Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-400
Closed -$21.6K – 1036
2023
Q2 		$21.6K Hold
400
– – ﹤0.01% 662
2023
Q1 		$21.8K Buy
+400
New +$19.5K ﹤0.01% 708
2017
Q2 		– Sell
-807
Closed -$36.5K – 386
2017
Q1 		$36.5K Buy
+807
New +$34.2K 0.13% 138
2016
Q3 		$47.1K Sell
1,227
-1,227
-50% -$49.2K 0.02% 346
2016
Q2 		$51.4K Buy
+2,454
New +$101K 0.01% 912
2015
Q4 		$20.3K Buy
+477
New +$21.9K ﹤0.01% 909
2015
Q2 		– Sell
-100
Closed -$5K – 498
2015
Q1 		$5K Buy
+100
New +$4.78K ﹤0.01% 423

Other funds holding SNY

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return