FSWA
ITCI

Financial Synergies Wealth Advisors’s Intra-Cellular Therapies Inc. ITCI Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio ITCI Stock Details ITCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6
Closed -$416 – 500
2024
Q1 		$416 Hold
6
– – ﹤0.01% 469
2023
Q4 		$318 Hold
6
– – ﹤0.01% 414
2023
Q3 		$313 Hold
6
– – ﹤0.01% 472
2023
Q2 		$380 Hold
6
– – ﹤0.01% 455
2023
Q1 		$325 Hold
6
– – ﹤0.01% 458
2022
Q4 		$318 Hold
6
– – ﹤0.01% 414
2022
Q3 		$280 Hold
6
– – ﹤0.01% 425
2022
Q2 		$343 Buy
+6
New +$340 ﹤0.01% 420

Other funds holding ITCI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Financial Synergies Wealth Advisors's ITCI Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Intra-Cellular Therapies Inc. (ITCI) in Q2 2024, closing a stake of 6 shares — an estimated $416 sold.

Financial Synergies Wealth Advisors first reported a position in ITCI in Q2 2022 and held it in 8 quarters. The position peaked at $416 in Q1 2024. 376 funds tracked by Wall St. Rank hold ITCI as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Intra-Cellular Therapies Inc. position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 6 Intra-Cellular Therapies Inc. shares in Q2 2024, an estimated $416.
  • Financial Synergies Wealth Advisors first reported a position in Intra-Cellular Therapies Inc. in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's Intra-Cellular Therapies Inc. position peaked at $416 in Q1 2024.
  • 376 funds tracked by Wall St. Rank held Intra-Cellular Therapies Inc. as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.