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Wealthstreet Investment Advisors’s Sanofi SNY Stock Holding History

Wealthstreet Investment Advisors’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
2021
Q2 		– Sell
-8,592
Closed -$425K – 283
2021
Q1 		$425K Buy
8,592
+100
+1% +$4.8K 0.04% 271
2020
Q4 		$413K Hold
8,492
– – 0.04% 263
2020
Q3 		$426K Hold
8,492
– – 0.05% 240
2020
Q2 		$434K Buy
8,492
+300
+4% +$14.6K 0.05% 229
2020
Q1 		$358K Hold
8,192
– – 0.05% 225
2019
Q4 		$411K Hold
8,192
– – 0.05% 250
2019
Q3 		$383K Sell
8,192
-300
-4% -$12.9K 0.05% 251
2019
Q2 		$367K Sell
8,492
-1,700
-17% -$72.3K 0.05% 258
2019
Q1 		$451K Hold
10,192
– – 0.06% 240
2018
Q4 		$427K Sell
10,192
-200
-2% -$8.82K 0.06% 229
2018
Q3 		$464K Buy
10,392
+1,300
+14% +$55.5K 0.06% 245
2018
Q2 		$364K Sell
9,092
-2,300
-20% -$90.5K 0.05% 264
2018
Q1 		$457K Buy
11,392
+2,350
+26% +$97.8K 0.06% 245
2017
Q4 		$389K Buy
+9,042
New +$417K 0.05% 257

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Wealthstreet Investment Advisors sold out of Sanofi (SNY) in Q2 2021, closing a stake of 8,592 shares — an estimated $425K sold.

Wealthstreet Investment Advisors first reported a position in SNY in Q4 2017 and held it in 14 quarters. The position peaked at $464K in Q3 2018. 586 funds tracked by Wall St. Rank hold SNY as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Sanofi position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 8,592 Sanofi shares in Q2 2021, an estimated $425K.
  • Wealthstreet Investment Advisors first reported a position in Sanofi in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's Sanofi position peaked at $464K in Q3 2018.
  • 586 funds tracked by Wall St. Rank held Sanofi as of Q2 2021.

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