AWM
FOLD

Affinity Wealth Management’s Amicus Therapeutics FOLD Stock Holding History

Affinity Wealth Management’s Portfolio FOLD Stock Details FOLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-136,952
Closed -$2.99M – 101
2020
Q4 		$2.99M Buy
136,952
+3,448
+3% +$70.5K 0.63% 35
2020
Q3 		$1.92M Buy
133,504
+10,321
+8% +$150K 0.52% 34
2020
Q2 		$1.78M Buy
+123,183
New +$1.5M 2.25% 18

Other funds holding FOLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Affinity Wealth Management's FOLD Position: Q1 2021 in Review

Affinity Wealth Management sold out of Amicus Therapeutics (FOLD) in Q1 2021, closing a stake of 136,952 shares — an estimated $2.99M sold.

Affinity Wealth Management first reported a position in FOLD in Q2 2020 and held it in 3 quarters. The position peaked at $2.99M in Q4 2020. 259 funds tracked by Wall St. Rank hold FOLD as of Q1 2021.

  • Affinity Wealth Management reported no remaining Amicus Therapeutics position as of Q1 2021 after selling out during the quarter.
  • Affinity Wealth Management sold 136,952 Amicus Therapeutics shares in Q1 2021, an estimated $2.99M.
  • Affinity Wealth Management first reported a position in Amicus Therapeutics in Q2 2020 and held it in 3 quarters.
  • Affinity Wealth Management's Amicus Therapeutics position peaked at $2.99M in Q4 2020.
  • 259 funds tracked by Wall St. Rank held Amicus Therapeutics as of Q1 2021.

Based on Affinity Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.