SFS
FOLD

Sowell Financial Services’s Amicus Therapeutics FOLD Stock Holding History

Sowell Financial Services’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
-1,436
Closed -$14K – 1299
2021
Q1 		$14K Buy
1,436
+158
+12% +$2.45K ﹤0.01% 2189
2020
Q4 		$30K Hold
1,278
– – ﹤0.01% 1578
2020
Q3 		$18K Hold
1,278
– – ﹤0.01% 1599
2020
Q2 		$19K Buy
+1,278
New +$15.6K ﹤0.01% 1478

Other funds holding FOLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $724M AUM 96.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sowell Financial Services's FOLD Position: Q2 2021 in Review

Sowell Financial Services sold out of Amicus Therapeutics (FOLD) in Q2 2021, closing a stake of 1,436 shares — an estimated $14K sold.

Sowell Financial Services first reported a position in FOLD in Q2 2020 and held it in 4 quarters. The position peaked at $30K in Q4 2020. 235 funds tracked by Wall St. Rank hold FOLD as of Q2 2021.

  • Sowell Financial Services reported no remaining Amicus Therapeutics position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,436 Amicus Therapeutics shares in Q2 2021, an estimated $14K.
  • Sowell Financial Services first reported a position in Amicus Therapeutics in Q2 2020 and held it in 4 quarters.
  • Sowell Financial Services's Amicus Therapeutics position peaked at $30K in Q4 2020.
  • 235 funds tracked by Wall St. Rank held Amicus Therapeutics as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.