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FOLD

Avantax Planning Partners’s Amicus Therapeutics FOLD Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-352
Closed -$4K – 604
2018
Q3 		$4K Buy
+352
New +$4.92K ﹤0.01% 1158
2018
Q2 		– Sell
-255
Closed -$4K – 664
2018
Q1 		$4K Buy
+255
New +$3.88K ﹤0.01% 1410

Other funds holding FOLD

PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Avantax Planning Partners's FOLD Position: Q4 2018 in Review

Avantax Planning Partners sold out of Amicus Therapeutics (FOLD) in Q4 2018, closing a stake of 352 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in FOLD in Q1 2018 and held it in 2 quarters. The position peaked at $4K in Q3 2018. 195 funds tracked by Wall St. Rank hold FOLD as of Q4 2018.

  • Avantax Planning Partners reported no remaining Amicus Therapeutics position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 352 Amicus Therapeutics shares in Q4 2018, an estimated $4K.
  • Avantax Planning Partners first reported a position in Amicus Therapeutics in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Amicus Therapeutics position peaked at $4K in Q3 2018.
  • 195 funds tracked by Wall St. Rank held Amicus Therapeutics as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.