IWC
FOLD

Integrated Wealth Concepts’s Amicus Therapeutics FOLD Stock Holding History

Integrated Wealth Concepts’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
2025
Q1 		– Sell
-10,089
Closed -$95K – 1781
2024
Q4 		$95K Sell
10,089
-312
-3% -$3.24K ﹤0.01% 1657
2024
Q3 		$111K Sell
10,401
-9,388
-47% -$102K ﹤0.01% 1605
2024
Q2 		$196K Buy
19,789
+280
+1% +$2.87K ﹤0.01% 1530
2024
Q1 		$229K Buy
19,509
+39
+0.2% +$499 ﹤0.01% 1460
2023
Q4 		$276K Hold
19,470
– – ﹤0.01% 1308
2023
Q3 		$237K Sell
19,470
-3,175
-14% -$41K ﹤0.01% 1343
2023
Q2 		$284K Buy
+22,645
New +$269K ﹤0.01% 1255

Other funds holding FOLD

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return

Integrated Wealth Concepts's FOLD Position: Q1 2025 in Review

Integrated Wealth Concepts sold out of Amicus Therapeutics (FOLD) in Q1 2025, closing a stake of 10,089 shares — an estimated $95K sold.

Integrated Wealth Concepts first reported a position in FOLD in Q2 2023 and held it in 7 quarters. The position peaked at $284K in Q2 2023. 286 funds tracked by Wall St. Rank hold FOLD as of Q1 2025.

  • Integrated Wealth Concepts reported no remaining Amicus Therapeutics position as of Q1 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 10,089 Amicus Therapeutics shares in Q1 2025, an estimated $95K.
  • Integrated Wealth Concepts first reported a position in Amicus Therapeutics in Q2 2023 and held it in 7 quarters.
  • Integrated Wealth Concepts's Amicus Therapeutics position peaked at $284K in Q2 2023.
  • 286 funds tracked by Wall St. Rank held Amicus Therapeutics as of Q1 2025.

Based on Integrated Wealth Concepts's 13F filing for Q1 2025, filed 15 May 2025.