Institutional & Family Asset Management’s Amicus Therapeutics FOLD Stock Holding History

Institutional & Family Asset Management’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
2021 Q2	–	Sell	-72	Closed	-$1K	–	966
2021 Q1	$1K	Sell	72 -42	-37%	-$650	﹤0.01%	862
2020 Q4	$3K	Sell	114 -4	-3%	-$82	﹤0.01%	700
2020 Q3	$2K	Hold	118	–	–	﹤0.01%	691
2020 Q2	$2K	Sell	118 -35	-23%	-$426	﹤0.01%	685
2020 Q1	$1K	Buy	153 +74	+94%	+$703	﹤0.01%	733
2019 Q4	$1K	Hold	79	–	–	﹤0.01%	802
2019 Q3	$1K	Sell	79 -1	-1%	-$11	﹤0.01%	776
2019 Q2	$1K	Hold	80	–	–	﹤0.01%	795
2019 Q1	$1K	Hold	80	–	–	﹤0.01%	785
2018 Q4	$1K	Hold	80	–	–	﹤0.01%	764
2018 Q3	$1K	Hold	80	–	–	﹤0.01%	800
2018 Q2	$1K	Hold	80	–	–	﹤0.01%	793
2018 Q1	$1K	Buy	+80	New	+$1.22K	﹤0.01%	783

Other funds holding FOLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAI

Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Institutional & Family Asset Management's FOLD Position: Q2 2021 in Review

Institutional & Family Asset Management sold out of Amicus Therapeutics (FOLD) in Q2 2021, closing a stake of 72 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in FOLD in Q1 2018 and held it in 13 quarters. The position peaked at $3K in Q4 2020. 235 funds tracked by Wall St. Rank hold FOLD as of Q2 2021.

Institutional & Family Asset Management reported no remaining Amicus Therapeutics position as of Q2 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 72 Amicus Therapeutics shares in Q2 2021, an estimated $1K.
Institutional & Family Asset Management first reported a position in Amicus Therapeutics in Q1 2018 and held it in 13 quarters.
Institutional & Family Asset Management's Amicus Therapeutics position peaked at $3K in Q4 2020.
235 funds tracked by Wall St. Rank held Amicus Therapeutics as of Q2 2021.

Based on Institutional & Family Asset Management's 13F filing for Q2 2021, filed 10 Aug 2021.