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Wealthspire Advisors (Maryland)’s Regeneron Pharmaceuticals REGN Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$1.68M Buy
2,993
+2,124
+244% +$1.29M 0.06% 146
2020
Q2 		$542K Buy
869
+206
+31% +$117K 0.04% 243
2020
Q1 		$324K Sell
663
-318
-32% -$131K 0.03% 293
2019
Q4 		$368K Buy
981
+100
+11% +$33.6K 0.02% 328
2019
Q3 		$244K Buy
881
+39
+5% +$11.5K 0.02% 391
2019
Q2 		$264K Sell
842
-564
-40% -$188K 0.02% 380
2019
Q1 		$577K Buy
1,406
+865
+160% +$356K 0.04% 229
2018
Q4 		$202K Buy
541
+83
+18% +$30.4K 0.02% 398
2018
Q3 		$185K Buy
458
+16
+4% +$6.09K 0.02% 484
2018
Q2 		$152K Sell
442
-27
-6% -$8.44K 0.01% 552
2018
Q1 		$162K Sell
469
-349
-43% -$121K 0.02% 534
2017
Q4 		$308K Buy
818
+46
+6% +$18.6K 0.03% 363
2017
Q3 		$345K Buy
772
+306
+66% +$146K 0.04% 327
2017
Q2 		$229K Buy
466
+371
+391% +$162K 0.03% 409
2017
Q1 		$37K Sell
95
-30
-24% -$11.1K 0.01% 888
2016
Q4 		$46K Buy
125
+72
+136% +$27.4K 0.01% 790
2016
Q3 		$21K Buy
53
+16
+43% +$6.42K ﹤0.01% 1039
2016
Q2 		$13K Sell
37
-17
-31% -$6.55K ﹤0.01% 1138
2016
Q1 		$19K Sell
54
-16
-23% -$6.59K ﹤0.01% 990
2015
Q4 		$38K Buy
+70
New +$37.9K 0.01% 792

Other funds holding REGN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s REGN Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Regeneron Pharmaceuticals (REGN) stake by 244% in Q3 2020, buying an estimated $1.29M and bringing the position to 2,993 shares worth $1.68M. The position accounts for 0.06% of the portfolio, ranked #146.

Wealthspire Advisors (Maryland) first reported a position in REGN in Q4 2015 and has held it in 20 quarters since. 907 funds tracked by Wall St. Rank hold REGN as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 2,993 shares of Regeneron Pharmaceuticals worth $1.68M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 2,124 Regeneron Pharmaceuticals shares in Q3 2020, an estimated $1.29M.
  • Regeneron Pharmaceuticals made up 0.06% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #146 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Regeneron Pharmaceuticals in Q4 2015 and has held it in 20 quarters since.
  • 907 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.