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Cassady Schiller Wealth Management’s Incyte INCY Stock Holding History

Cassady Schiller Wealth Management’s Portfolio INCY Stock Details INCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$622 Buy
+9
New +$641 ﹤0.01% 912
2022
Q1 		– Sell
-3
Closed – – 338
2021
Q4 		$0 Buy
+3
New +$202 ﹤0.01% 596

Other funds holding INCY

BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cassady Schiller Wealth Management's INCY Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Incyte (INCY) in Q4 2024: 9 shares worth $622. The stake represents ﹤0.01% of the portfolio and ranks #912 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in INCY as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in INCY in Q4 2021 and has held it in 2 quarters since. 649 funds tracked by Wall St. Rank hold INCY as of Q4 2024.

  • Cassady Schiller Wealth Management held 9 shares of Incyte worth $622 as of Q4 2024.
  • Incyte was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Incyte made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #912 holding.
  • Cassady Schiller Wealth Management first reported a position in Incyte in Q4 2021 and has held it in 2 quarters since.
  • 649 funds tracked by Wall St. Rank held Incyte as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.