ACM
FOLD

Asymmetry Capital Management’s Amicus Therapeutics FOLD Stock Holding History

Asymmetry Capital 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
Q4 		$8.28M Buy
716,709
+62,733
+10% +$699K 4.39% 11
2021
Q3 		$6.25M Buy
653,976
+354,692
+119% +$3.63M 3.75% 14
2021
Q2 		$2.88M Buy
+299,284
New +$2.92M 1.98% 19
2020
Q3 		– Sell
-234,753
Closed -$3.54M – 40
2020
Q2 		$3.54M Sell
234,753
-83,399
-26% -$1.02M 2.71% 17
2020
Q1 		$2.94M Buy
318,152
+219,434
+222% +$2.09M 3.22% 13
2019
Q4 		$962K Buy
+98,718
New +$904K 1.72% 27
2019
Q1 		– Sell
-97,294
Closed -$932K – 30
2018
Q4 		$932K Sell
97,294
-260,897
-73% -$2.87M 2.57% 14
2018
Q3 		$4.33M Buy
358,191
+226,031
+171% +$3.16M 4% 7
2018
Q2 		$2.06M Sell
132,160
-62,585
-32% -$946K 2.03% 20
2018
Q1 		$2.93M Sell
194,745
-18,668
-9% -$284K 3.66% 10
2017
Q4 		$3.07M Buy
213,413
+354
+0.2% +$4.86K 4.17% 9
2017
Q3 		$3.21M Sell
213,059
-188,850
-47% -$2.5M 3.73% 10
2017
Q2 		$4.05M Sell
401,909
-232,956
-37% -$1.87M 4.8% 10
2017
Q1 		$4.53M Sell
634,865
-121,731
-16% -$770K 6.31% 7
2016
Q4 		$3.76M Buy
756,596
+138,279
+22% +$957K 6.99% 6
2016
Q3 		$4.58M Buy
618,317
+388,691
+169% +$2.63M 7.96% 4
2016
Q2 		$1.25M Sell
229,626
-103,887
-31% -$727K 2.3% 18
2016
Q1 		$2.82M Buy
333,513
+138,307
+71% +$980K 7.35% 4
2015
Q4 		$1.89M Sell
195,206
-37,751
-16% -$340K 2.86% 15
2015
Q3 		$3.26M Buy
+232,957
New +$3.65M 7.26% 4

Other funds holding FOLD

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

Asymmetry Capital Management's FOLD Position: Q4 2021 in Review

Asymmetry Capital Management increased its Amicus Therapeutics (FOLD) stake by 9.6% in Q4 2021, buying an estimated $699K and bringing the position to 716,709 shares worth $8.28M. The position accounts for 4.39% of the portfolio, ranked #11.

Asymmetry Capital Management first reported a position in FOLD in Q3 2015 and has held it in 20 quarters since. 223 funds tracked by Wall St. Rank hold FOLD as of Q4 2021.

  • Asymmetry Capital Management held 716,709 shares of Amicus Therapeutics worth $8.28M as of Q4 2021.
  • Asymmetry Capital Management bought 62,733 Amicus Therapeutics shares in Q4 2021, an estimated $699K.
  • Amicus Therapeutics made up 4.39% of Asymmetry Capital Management's portfolio in Q4 2021, its #11 holding.
  • Asymmetry Capital Management first reported a position in Amicus Therapeutics in Q3 2015 and has held it in 20 quarters since.
  • 223 funds tracked by Wall St. Rank held Amicus Therapeutics as of Q4 2021.

Based on Asymmetry Capital Management's 13F filing for Q4 2021, filed 19 Jan 2022.