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	–	1817
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	0.02%	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 San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return