Berman Capital Advisors’s Amicus Therapeutics FOLD Stock Holding History

Berman Capital Advisors’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 Q3	$1K	Buy	158 +62	+65%	+$634	﹤0.01%	1861
2021 Q2	$0	Sell	96 -71	-43%	-$693	﹤0.01%	1946
2021 Q1	$1K	Hold	167	–	–	﹤0.01%	1636
2020 Q4	$3K	Hold	167	–	–	﹤0.01%	1293
2020 Q3	$2K	Sell	167 -82	-33%	-$1.2K	﹤0.01%	1286
2020 Q2	$3K	Buy	249 +153	+159%	+$1.86K	﹤0.01%	1130
2020 Q1	$0	Buy	+96	New	+$913	﹤0.01%	1528
2019 Q2	–	Sell	-88	Closed	-$1K	–	1504
2019 Q1	$1K	Buy	+88	New	+$1.07K	﹤0.01%	1206

Other funds holding FOLD

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berman Capital Advisors's FOLD Position: Q3 2021 in Review

Berman Capital Advisors increased its Amicus Therapeutics (FOLD) stake by 65% in Q3 2021, buying an estimated $634 and bringing the position to 158 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1861.

Berman Capital Advisors first reported a position in FOLD in Q1 2019 and has held it in 8 quarters since. The position peaked at $3K in Q4 2020. 237 funds tracked by Wall St. Rank hold FOLD as of Q3 2021.

Berman Capital Advisors held 158 shares of Amicus Therapeutics worth $1K as of Q3 2021.
Berman Capital Advisors bought 62 Amicus Therapeutics shares in Q3 2021, an estimated $634.
Amicus Therapeutics made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1861 holding.
Berman Capital Advisors first reported a position in Amicus Therapeutics in Q1 2019 and has held it in 8 quarters since.
Berman Capital Advisors's Amicus Therapeutics position peaked at $3K in Q4 2020.
237 funds tracked by Wall St. Rank held Amicus Therapeutics as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.