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	–	567
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 $182B AUM 14.68% 1-Year Est. Return

Fisher Asset Management

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

Fidelity Investments

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bank of America

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

T. Rowe Price Associates

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Boston Partners

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

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return