BWM
FOLD

BerganKDV Wealth Management’s Amicus Therapeutics FOLD Stock Holding History

BerganKDV 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
2020
Q4 		– Sell
-2
Closed – – 968
2020
Q3 		$0 Buy
2
+1
+100% +$15 ﹤0.01% 939
2020
Q2 		$0 Buy
+1
New +$12 ﹤0.01% 1003

Other funds holding FOLD

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BerganKDV Wealth Management's FOLD Position: Q4 2020 in Review

BerganKDV Wealth Management sold out of Amicus Therapeutics (FOLD) in Q4 2020, closing a stake of 2 shares.

BerganKDV Wealth Management first reported a position in FOLD in Q2 2020 and held it in 2 quarters. The position peaked at $0 in Q3 2020. 272 funds tracked by Wall St. Rank hold FOLD as of Q4 2020.

  • BerganKDV Wealth Management reported no remaining Amicus Therapeutics position as of Q4 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 2 Amicus Therapeutics shares in Q4 2020.
  • BerganKDV Wealth Management first reported a position in Amicus Therapeutics in Q2 2020 and held it in 2 quarters.
  • BerganKDV Wealth Management's Amicus Therapeutics position peaked at $0 in Q3 2020.
  • 272 funds tracked by Wall St. Rank held Amicus Therapeutics as of Q4 2020.

Based on BerganKDV Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.