YorkBridge Wealth Partners’s Sanofi SNY Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-3,846	Closed	-$203K	–	263
2021 Q2	$203K	Buy	+3,846	New	+$201K	0.05%	242
2020 Q3	–	Sell	-4,087	Closed	-$209K	–	181
2020 Q2	$209K	Buy	+4,087	New	+$199K	0.1%	167
2019 Q3	–	Sell	-3,076	Closed	-$133K	–	566
2019 Q2	$133K	Buy	3,076 +700	+29%	+$29.8K	0.06%	247
2019 Q1	$105K	Sell	2,376 -700	-23%	-$30K	0.05%	267
2018 Q4	$134K	Hold	3,076	–	–	0.07%	204
2018 Q3	$138K	Buy	3,076 +700	+29%	+$29.9K	0.06%	230
2018 Q2	$95K	Hold	2,376	–	–	0.04%	298
2018 Q1	$97K	Hold	2,376	–	–	0.04%	297
2017 Q4	$99K	Sell	2,376 -700	-23%	-$32.3K	0.05%	293
2017 Q3	$153K	Hold	3,076	–	–	0.08%	208
2017 Q2	$147K	Buy	3,076 +776	+34%	+$37.1K	0.08%	202
2017 Q1	$111K	Sell	2,300 -700	-23%	-$29.7K	0.06%	242
2016 Q4	$120K	Buy	+3,000	New	+$118K	0.07%	212

Other funds holding SNY

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

YorkBridge Wealth Partners's SNY Position: Q3 2021 in Review

YorkBridge Wealth Partners sold out of Sanofi (SNY) in Q3 2021, closing a stake of 3,846 shares — an estimated $203K sold.

YorkBridge Wealth Partners first reported a position in SNY in Q4 2016 and held it in 13 quarters. The position peaked at $209K in Q2 2020. 577 funds tracked by Wall St. Rank hold SNY as of Q3 2021.

YorkBridge Wealth Partners reported no remaining Sanofi position as of Q3 2021 after selling out during the quarter.
YorkBridge Wealth Partners sold 3,846 Sanofi shares in Q3 2021, an estimated $203K.
YorkBridge Wealth Partners first reported a position in Sanofi in Q4 2016 and held it in 13 quarters.
YorkBridge Wealth Partners's Sanofi position peaked at $209K in Q2 2020.
577 funds tracked by Wall St. Rank held Sanofi as of Q3 2021.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2021, filed 22 Oct 2021.