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Moran Wealth Management’s Incyte INCY Stock Holding History

Moran Wealth Management’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
2024
Q1 		– Sell
-71,451
Closed -$4.49M – 430
2023
Q4 		$4.49M Sell
71,451
-57,414
-45% -$3.25M 0.16% 178
2023
Q3 		$7.44M Buy
128,865
+624
+0.5% +$39.3K 0.29% 121
2023
Q2 		$7.98M Buy
128,241
+4,369
+4% +$292K 0.3% 122
2023
Q1 		$8.95M Buy
123,872
+3,900
+3% +$305K 0.34% 107
2022
Q4 		$9.64M Buy
+119,972
New +$9.18M 0.37% 91

Other funds holding INCY

BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Moran Wealth Management's INCY Position: Q1 2024 in Review

Moran Wealth Management sold out of Incyte (INCY) in Q1 2024, closing a stake of 71,451 shares — an estimated $4.49M sold.

Moran Wealth Management first reported a position in INCY in Q4 2022 and held it in 5 quarters. The position peaked at $9.64M in Q4 2022. 587 funds tracked by Wall St. Rank hold INCY as of Q1 2024.

  • Moran Wealth Management reported no remaining Incyte position as of Q1 2024 after selling out during the quarter.
  • Moran Wealth Management sold 71,451 Incyte shares in Q1 2024, an estimated $4.49M.
  • Moran Wealth Management first reported a position in Incyte in Q4 2022 and held it in 5 quarters.
  • Moran Wealth Management's Incyte position peaked at $9.64M in Q4 2022.
  • 587 funds tracked by Wall St. Rank held Incyte as of Q1 2024.

Based on Moran Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.