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YorkBridge Wealth Partners’s Regeneron Pharmaceuticals REGN Stock Holding History

YorkBridge Wealth 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
2021
Q1 		– Sell
-4,306
Closed -$2.08M – 244
2020
Q4 		$2.08M Buy
4,306
+214
+5% +$116K 0.7% 42
2020
Q3 		$2.29M Buy
4,092
+413
+11% +$250K 0.96% 30
2020
Q2 		$2.29M Buy
3,679
+525
+17% +$298K 1.05% 27
2020
Q1 		$1.54M Buy
3,154
+5
+0.2% +$2.06K 0.95% 33
2019
Q4 		$1.18M Sell
3,149
-86
-3% -$28.9K 0.54% 56
2019
Q3 		$897K Buy
3,235
+279
+9% +$82.6K 0.45% 63
2019
Q2 		$925K Buy
2,956
+28
+1% +$9.32K 0.41% 62
2019
Q1 		$1.2M Buy
2,928
+266
+10% +$110K 0.55% 54
2018
Q4 		$994K Sell
2,662
-260
-9% -$95.2K 0.53% 54
2018
Q3 		$1.15M Buy
2,922
+27
+0.9% +$10.3K 0.53% 54
2018
Q2 		$999K Buy
2,895
+353
+14% +$110K 0.44% 62
2018
Q1 		$826K Buy
2,542
+97
+4% +$33.7K 0.38% 71
2017
Q4 		$812K Buy
2,445
+18
+0.7% +$7.29K 0.39% 69
2017
Q3 		$1.08M Sell
2,427
-406
-14% -$193K 0.56% 50
2017
Q2 		$1.38M Buy
2,833
+136
+5% +$59.5K 0.73% 36
2017
Q1 		$1.08M Buy
2,697
+798
+42% +$296K 0.57% 48
2016
Q4 		$756K Buy
+1,899
New +$722K 0.45% 63

Other funds holding REGN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

YorkBridge Wealth Partners's REGN Position: Q1 2021 in Review

YorkBridge Wealth Partners sold out of Regeneron Pharmaceuticals (REGN) in Q1 2021, closing a stake of 4,306 shares — an estimated $2.08M sold.

YorkBridge Wealth Partners first reported a position in REGN in Q4 2016 and held it in 17 quarters. The position peaked at $2.29M in Q2 2020. 924 funds tracked by Wall St. Rank hold REGN as of Q1 2021.

  • YorkBridge Wealth Partners reported no remaining Regeneron Pharmaceuticals position as of Q1 2021 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 4,306 Regeneron Pharmaceuticals shares in Q1 2021, an estimated $2.08M.
  • YorkBridge Wealth Partners first reported a position in Regeneron Pharmaceuticals in Q4 2016 and held it in 17 quarters.
  • YorkBridge Wealth Partners's Regeneron Pharmaceuticals position peaked at $2.29M in Q2 2020.
  • 924 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q1 2021.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2021, filed 15 Apr 2021.