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Holistic Financial Partners’s Incyte INCY Stock Holding History

Holistic Financial Partners’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
2018
Q2 		– Sell
-1,036
Closed -$86K – 188
2018
Q1 		$86K Buy
1,036
+299
+41% +$27K 0.07% 130
2017
Q4 		$70K Buy
+737
New +$77K 0.06% 150

Other funds holding INCY

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Holistic Financial Partners's INCY Position: Q2 2018 in Review

Holistic Financial Partners sold out of Incyte (INCY) in Q2 2018, closing a stake of 1,036 shares — an estimated $86K sold.

Holistic Financial Partners first reported a position in INCY in Q4 2017 and held it in 2 quarters. The position peaked at $86K in Q1 2018. 452 funds tracked by Wall St. Rank hold INCY as of Q2 2018.

  • Holistic Financial Partners reported no remaining Incyte position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 1,036 Incyte shares in Q2 2018, an estimated $86K.
  • Holistic Financial Partners first reported a position in Incyte in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Incyte position peaked at $86K in Q1 2018.
  • 452 funds tracked by Wall St. Rank held Incyte as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.