SOS
FOLD

Silver Oak Securities’s Amicus Therapeutics FOLD Stock Holding History

Silver Oak Securities’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
2023
Q4 		– Sell
-998
Closed -$12.1K – 511
2023
Q3 		$12.1K Sell
998
-19,699
-95% -$254K ﹤0.01% 417
2023
Q2 		$260K Buy
20,697
+3,313
+19% +$39.3K 0.04% 377
2023
Q1 		$210K Buy
+17,384
New +$214K 0.03% 366
2022
Q4 		– Sell
-998
Closed -$12.1K – 367
2022
Q3 		$12.1K Buy
+998
New +$11.1K ﹤0.01% 417

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
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Silver Oak Securities's FOLD Position: Q4 2023 in Review

Silver Oak Securities sold out of Amicus Therapeutics (FOLD) in Q4 2023, closing a stake of 998 shares — an estimated $12.1K sold.

Silver Oak Securities first reported a position in FOLD in Q3 2022 and held it in 4 quarters. The position peaked at $260K in Q2 2023. 228 funds tracked by Wall St. Rank hold FOLD as of Q4 2023.

  • Silver Oak Securities reported no remaining Amicus Therapeutics position as of Q4 2023 after selling out during the quarter.
  • Silver Oak Securities sold 998 Amicus Therapeutics shares in Q4 2023, an estimated $12.1K.
  • Silver Oak Securities first reported a position in Amicus Therapeutics in Q3 2022 and held it in 4 quarters.
  • Silver Oak Securities's Amicus Therapeutics position peaked at $260K in Q2 2023.
  • 228 funds tracked by Wall St. Rank held Amicus Therapeutics as of Q4 2023.

Based on Silver Oak Securities's 13F filing for Q4 2023, filed 5 Feb 2024.