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Wealthstreet Investment Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

Wealthstreet Investment Advisors’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
2021
Q2 		– Sell
-36,986
Closed -$17.5M – 270
2021
Q1 		$17.5M Sell
36,986
-939
-2% -$457K 1.71% 13
2020
Q4 		$18.3M Sell
37,925
-787
-2% -$425K 1.85% 10
2020
Q3 		$21.7M Buy
38,712
+10
+0% +$6.06K 2.42% 7
2020
Q2 		$24.1M Sell
38,702
-755
-2% -$429K 2.96% 3
2020
Q1 		$19.3M Sell
39,457
-2,305
-6% -$951K 2.85% 3
2019
Q4 		$15.7M Sell
41,762
-400
-0.9% -$135K 1.83% 8
2019
Q3 		$13.1M Sell
42,162
-1,063
-2% -$315K 1.67% 13
2019
Q2 		$13.5M Sell
43,225
-735
-2% -$245K 1.75% 11
2019
Q1 		$18.1M Sell
43,960
-276
-0.6% -$114K 2.38% 5
2018
Q4 		$18.3M Sell
44,236
-1,322
-3% -$484K 2.57% 7
2018
Q3 		$18.4M Sell
45,558
-2,001
-4% -$762K 2.27% 7
2018
Q2 		$16.4M Sell
47,559
-6,392
-12% -$2M 2.17% 7
2018
Q1 		$18.6M Sell
53,951
-250
-0.5% -$87K 2.33% 6
2017
Q4 		$20.4M Buy
+54,201
New +$22M 2.47% 6

Other funds holding REGN

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Wealthstreet Investment Advisors's REGN Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Regeneron Pharmaceuticals (REGN) in Q2 2021, closing a stake of 36,986 shares — an estimated $17.5M sold.

Wealthstreet Investment Advisors first reported a position in REGN in Q4 2017 and held it in 14 quarters. The position peaked at $24.1M in Q2 2020. 972 funds tracked by Wall St. Rank hold REGN as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Regeneron Pharmaceuticals position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 36,986 Regeneron Pharmaceuticals shares in Q2 2021, an estimated $17.5M.
  • Wealthstreet Investment Advisors first reported a position in Regeneron Pharmaceuticals in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's Regeneron Pharmaceuticals position peaked at $24.1M in Q2 2020.
  • 972 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.