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Financial Synergies Wealth Advisors’s Incyte INCY Stock Holding History

Financial Synergies Wealth Advisors’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
Q1 		– Sell
-5
Closed -$402 – 528
2023
Q4 		$402 Hold
5
– – ﹤0.01% 391
2023
Q3 		$289 Hold
5
– – ﹤0.01% 475
2023
Q2 		$312 Hold
5
– – ﹤0.01% 469
2023
Q1 		$362 Hold
5
– – ﹤0.01% 449
2022
Q4 		$402 Hold
5
– – ﹤0.01% 391
2022
Q3 		$334 Hold
5
– – ﹤0.01% 409
2022
Q2 		$380 Buy
+5
New +$380 ﹤0.01% 399

Other funds holding INCY

BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Financial Synergies Wealth Advisors's INCY Position: Q1 2024 in Review

Financial Synergies Wealth Advisors sold out of Incyte (INCY) in Q1 2024, closing a stake of 5 shares — an estimated $402 sold.

Financial Synergies Wealth Advisors first reported a position in INCY in Q2 2022 and held it in 7 quarters. The position peaked at $402 in Q4 2023. 586 funds tracked by Wall St. Rank hold INCY as of Q1 2024.

  • Financial Synergies Wealth Advisors reported no remaining Incyte position as of Q1 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 5 Incyte shares in Q1 2024, an estimated $402.
  • Financial Synergies Wealth Advisors first reported a position in Incyte in Q2 2022 and held it in 7 quarters.
  • Financial Synergies Wealth Advisors's Incyte position peaked at $402 in Q4 2023.
  • 586 funds tracked by Wall St. Rank held Incyte as of Q1 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.