WR Wealth Planners’s Sanofi SNY Stock Holding History

WR Wealth Planners’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
2024 Q4	$4.2K	Sell	87 -158	-64%	-$8.03K	﹤0.01%	731
2024 Q3	$14.1K	Sell	245 -53	-18%	-$2.86K	﹤0.01%	572
2024 Q2	$14.5K	Sell	298 -31	-9%	-$1.5K	﹤0.01%	511
2024 Q1	$16K	Buy	+329	New	+$16.1K	0.01%	495
2023 Q4	–	Sell	-179	Closed	-$9.6K	–	753
2023 Q3	$9.6K	Hold	179	–	–	﹤0.01%	578
2023 Q2	$9.65K	Hold	179	–	–	﹤0.01%	587
2023 Q1	$9.74K	Buy	+179	New	+$8.71K	﹤0.01%	563

Other funds holding SNY

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

WR Wealth Planners reduced its Sanofi (SNY) stake by 64% in Q4 2024, selling an estimated $8.03K and leaving 87 shares worth $4.2K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

WR Wealth Planners first reported a position in SNY in Q1 2023 and has held it in 7 quarters since. The position peaked at $16K in Q1 2024. 731 funds tracked by Wall St. Rank hold SNY as of Q4 2024.

WR Wealth Planners held 87 shares of Sanofi worth $4.2K as of Q4 2024.
WR Wealth Planners sold 158 Sanofi shares in Q4 2024, an estimated $8.03K.
Sanofi made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #731 holding.
WR Wealth Planners first reported a position in Sanofi in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's Sanofi position peaked at $16K in Q1 2024.
731 funds tracked by Wall St. Rank held Sanofi as of Q4 2024.

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