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Wealthspire Advisors (Maryland)’s Sanofi SNY Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$245K Buy
+4,889
New +$252K 0.01% 398
2019
Q2 		– Sell
-3,587
Closed -$159K – 1778
2019
Q1 		$159K Sell
3,587
-346
-9% -$14.8K 0.01% 492
2018
Q4 		$171K Buy
3,933
+126
+3% +$5.56K 0.02% 436
2018
Q3 		$170K Sell
3,807
-308
-7% -$13.2K 0.01% 501
2018
Q2 		$165K Sell
4,115
-172
-4% -$6.77K 0.01% 518
2018
Q1 		$172K Sell
4,287
-38
-0.9% -$1.58K 0.02% 521
2017
Q4 		$186K Buy
4,325
+1,362
+46% +$62.8K 0.02% 515
2017
Q3 		$148K Sell
2,963
-604
-17% -$29.2K 0.02% 573
2017
Q2 		$171K Buy
3,567
+2,098
+143% +$100K 0.02% 507
2017
Q1 		$66K Buy
1,469
+1,140
+347% +$48.4K 0.01% 725
2016
Q4 		$13K Sell
329
-4,107
-93% -$162K ﹤0.01% 1143
2016
Q3 		$169K Sell
4,436
-1,490
-25% -$59.8K 0.03% 427
2016
Q2 		$248K Sell
5,926
-39
-0.7% -$1.6K 0.04% 310
2016
Q1 		$240K Sell
5,965
-2,997
-33% -$120K 0.04% 306
2015
Q4 		$382K Buy
+8,962
New +$412K 0.07% 201

Other funds holding SNY

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) opened a new position in Sanofi (SNY) in Q3 2020: 4,889 shares worth $245K. The stake represents 0.01% of the portfolio and ranks #398 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in SNY as recently as Q1 2019.

Wealthspire Advisors (Maryland) first reported a position in SNY in Q4 2015 and has held it in 15 quarters since. The position peaked at $382K in Q4 2015. 573 funds tracked by Wall St. Rank hold SNY as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 4,889 shares of Sanofi worth $245K as of Q3 2020.
  • Sanofi was a new Wealthspire Advisors (Maryland) position in Q3 2020.
  • Sanofi made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #398 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Sanofi in Q4 2015 and has held it in 15 quarters since.
  • Wealthspire Advisors (Maryland)'s Sanofi position peaked at $382K in Q4 2015.
  • 573 funds tracked by Wall St. Rank held Sanofi as of Q3 2020.

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