KFA
FOLD

Kelleher Financial Advisors’s Amicus Therapeutics FOLD Stock Holding History

Kelleher Financial Advisors’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
Q1 		– Sell
-37,075
Closed -$856K – 119
2020
Q4 		$856K Sell
37,075
-3,275
-8% -$67K 0.64% 33
2020
Q3 		$569K Hold
40,350
– – 0.47% 47
2020
Q2 		$608K Buy
40,350
+5,475
+16% +$66.7K 0.58% 37
2020
Q1 		$322K Buy
34,875
+13,425
+63% +$128K 0.39% 61
2019
Q4 		$208K Buy
+21,450
New +$196K 0.21% 90

Other funds holding FOLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kelleher Financial Advisors's FOLD Position: Q1 2021 in Review

Kelleher Financial Advisors sold out of Amicus Therapeutics (FOLD) in Q1 2021, closing a stake of 37,075 shares — an estimated $856K sold.

Kelleher Financial Advisors first reported a position in FOLD in Q4 2019 and held it in 5 quarters. The position peaked at $856K in Q4 2020. 258 funds tracked by Wall St. Rank hold FOLD as of Q1 2021.

  • Kelleher Financial Advisors reported no remaining Amicus Therapeutics position as of Q1 2021 after selling out during the quarter.
  • Kelleher Financial Advisors sold 37,075 Amicus Therapeutics shares in Q1 2021, an estimated $856K.
  • Kelleher Financial Advisors first reported a position in Amicus Therapeutics in Q4 2019 and held it in 5 quarters.
  • Kelleher Financial Advisors's Amicus Therapeutics position peaked at $856K in Q4 2020.
  • 258 funds tracked by Wall St. Rank held Amicus Therapeutics as of Q1 2021.

Based on Kelleher Financial Advisors's 13F filing for Q1 2021, filed 13 May 2021.