CWP
FOLD

Concord Wealth Partners’s Amicus Therapeutics FOLD Stock Holding History

Concord Wealth 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
2022
Q2 		– Sell
-685
Closed -$6K – 1276
2022
Q1 		$6K Buy
685
+3
+0.4% +$28 ﹤0.01% 869
2021
Q4 		$8K Buy
+682
New +$7.6K ﹤0.01% 834
2021
Q1 		– Sell
-113
Closed -$3K – 1018
2020
Q4 		$3K Buy
+113
New +$2.31K ﹤0.01% 469

Other funds holding FOLD

PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Concord Wealth Partners's FOLD Position: Q2 2022 in Review

Concord Wealth Partners sold out of Amicus Therapeutics (FOLD) in Q2 2022, closing a stake of 685 shares — an estimated $6K sold.

Concord Wealth Partners first reported a position in FOLD in Q4 2020 and held it in 3 quarters. The position peaked at $8K in Q4 2021. 212 funds tracked by Wall St. Rank hold FOLD as of Q2 2022.

  • Concord Wealth Partners reported no remaining Amicus Therapeutics position as of Q2 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 685 Amicus Therapeutics shares in Q2 2022, an estimated $6K.
  • Concord Wealth Partners first reported a position in Amicus Therapeutics in Q4 2020 and held it in 3 quarters.
  • Concord Wealth Partners's Amicus Therapeutics position peaked at $8K in Q4 2021.
  • 212 funds tracked by Wall St. Rank held Amicus Therapeutics as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.