WR Wealth Planners’s Regeneron Pharmaceuticals REGN Stock Holding History

WR Wealth Planners’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
2024 Q4	$66.2K	Buy	93 +1	+1%	+$839	0.02%	289
2024 Q3	$96.7K	Hold	92	–	–	0.03%	266
2024 Q2	$96.7K	Buy	92 +1	+1%	+$969	0.03%	255
2024 Q1	$87.6K	Buy	+91	New	+$86.5K	0.03%	267
2023 Q4	–	Sell	-85	Closed	-$70K	–	695
2023 Q3	$70K	Hold	85	–	–	0.03%	287
2023 Q2	$61.1K	Hold	85	–	–	0.02%	294
2023 Q1	$69.8K	Buy	+85	New	+$64.1K	0.03%	276

Other funds holding REGN

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

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

WR Wealth Planners's REGN Position: Q4 2024 in Review

WR Wealth Planners increased its Regeneron Pharmaceuticals (REGN) stake by 1.1% in Q4 2024, buying an estimated $839 and bringing the position to 93 shares worth $66.2K. The position accounts for 0.02% of the portfolio, ranked #289.

WR Wealth Planners first reported a position in REGN in Q1 2023 and has held it in 7 quarters since. The position peaked at $96.7K in Q3 2024. 1,318 funds tracked by Wall St. Rank hold REGN as of Q4 2024.

WR Wealth Planners held 93 shares of Regeneron Pharmaceuticals worth $66.2K as of Q4 2024.
WR Wealth Planners bought 1 Regeneron Pharmaceuticals share in Q4 2024, an estimated $839.
Regeneron Pharmaceuticals made up 0.02% of WR Wealth Planners's portfolio in Q4 2024, its #289 holding.
WR Wealth Planners first reported a position in Regeneron Pharmaceuticals in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's Regeneron Pharmaceuticals position peaked at $96.7K in Q3 2024.
1,318 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.