Burt Wealth Advisors’s Incyte INCY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-1,903
Closed -$166K 413
2019
Q4
$166K Sell
1,903
-285
-13% -$24.3K 0.06% 94
2019
Q3
$162K Hold
2,188
0.07% 96
2019
Q2
$186K Hold
2,188
0.08% 86
2019
Q1
$188K Hold
2,188
0.08% 84
2018
Q4
$139K Hold
2,188
0.07% 103
2018
Q3
$151K Hold
2,188
0.07% 103
2018
Q2
$147K Hold
2,188
0.07% 100
2018
Q1
$182K Hold
2,188
0.09% 80
2017
Q4
$207K Hold
2,188
0.13% 70
2017
Q3
$255K Hold
2,188
0.17% 59
2017
Q2
$275K Hold
2,188
0.19% 50
2017
Q1
$292K Hold
2,188
0.21% 49
2016
Q4
$219K Hold
2,188
0.2% 63
2016
Q3
$206K Hold
2,188
0.22% 58
2016
Q2
$174K Hold
2,188
0.19% 64
2016
Q1
$159K Hold
2,188
0.14% 71
2015
Q4
$237K Hold
2,188
0.19% 55
2015
Q3
$241K Hold
2,188
0.3% 44
2015
Q2
$228K Sell
2,188
-290
-12% -$30K 0.25% 55
2015
Q1
$227K Sell
2,478
-122
-5% -$10.1K 0.23% 47
2014
Q4
$191K Buy
+2,600
New +$170K 0.2% 54

Other funds holding INCY

Burt Wealth Advisors's INCY Position: Q1 2020 in Review

Burt Wealth Advisors sold out of Incyte (INCY) in Q1 2020, closing a stake of 1,903 shares — an estimated $166K sold.

Burt Wealth Advisors first reported a position in INCY in Q4 2014 and held it in 21 quarters. The position peaked at $292K in Q1 2017. 490 funds tracked by Wall St. Rank hold INCY as of Q1 2020.

  • Burt Wealth Advisors reported no remaining Incyte position as of Q1 2020 after selling out during the quarter.
  • Burt Wealth Advisors sold 1,903 Incyte shares in Q1 2020, an estimated $166K.
  • Burt Wealth Advisors first reported a position in Incyte in Q4 2014 and held it in 21 quarters.
  • Burt Wealth Advisors's Incyte position peaked at $292K in Q1 2017.
  • 490 funds tracked by Wall St. Rank held Incyte as of Q1 2020.

Based on Burt Wealth Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.