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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 – 384
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

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

WealthPLAN Partners's SNY Position: Q3 2023 in Review

WealthPLAN Partners sold out of Sanofi (SNY) in Q3 2023, closing a stake of 400 shares — an estimated $21.6K sold.

WealthPLAN Partners first reported a position in SNY in Q1 2015 and held it in 7 quarters. The position peaked at $51.4K in Q2 2016. 696 funds tracked by Wall St. Rank hold SNY as of Q3 2023.

  • WealthPLAN Partners reported no remaining Sanofi position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 400 Sanofi shares in Q3 2023, an estimated $21.6K.
  • WealthPLAN Partners first reported a position in Sanofi in Q1 2015 and held it in 7 quarters.
  • WealthPLAN Partners's Sanofi position peaked at $51.4K in Q2 2016.
  • 696 funds tracked by Wall St. Rank held Sanofi as of Q3 2023.

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