WMS Partners’s Regeneron Pharmaceuticals REGN Stock Holding History

WMS Partners’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
2023 Q3	–	Sell	-410	Closed	-$295K	–	279
2023 Q2	$295K	Buy	+410	New	+$316K	0.02%	219

Other funds holding REGN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WMS Partners's REGN Position: Q3 2023 in Review

WMS Partners sold out of Regeneron Pharmaceuticals (REGN) in Q3 2023, closing a stake of 410 shares — an estimated $295K sold.

WMS Partners first reported a position in REGN in Q2 2023 and held it in 1 quarter. The position peaked at $295K in Q2 2023. 1,177 funds tracked by Wall St. Rank hold REGN as of Q3 2023.

WMS Partners reported no remaining Regeneron Pharmaceuticals position as of Q3 2023 after selling out during the quarter.
WMS Partners sold 410 Regeneron Pharmaceuticals shares in Q3 2023, an estimated $295K.
WMS Partners first reported a position in Regeneron Pharmaceuticals in Q2 2023 and held it in 1 quarter.
WMS Partners's Regeneron Pharmaceuticals position peaked at $295K in Q2 2023.
1,177 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q3 2023.

Based on WMS Partners's 13F filing for Q3 2023, filed 9 Nov 2023.