Valeo Financial Advisors’s Amicus Therapeutics FOLD Stock Holding History

Valeo 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 Q2	–	Sell	-357	Closed	-$4K	–	984
2021 Q1	$4K	Hold	357	–	–	﹤0.01%	1620
2020 Q4	$8K	Hold	357	–	–	﹤0.01%	1247
2020 Q3	$5K	Sell	357 -68	-16%	-$991	﹤0.01%	1248
2020 Q2	$6K	Buy	425 +357	+525%	+$4.35K	﹤0.01%	1449
2020 Q1	$1K	Sell	68 -232	-77%	-$2.21K	﹤0.01%	1648
2019 Q4	$3K	Buy	+300	New	+$2.75K	﹤0.01%	1390
2019 Q3	–	Sell	-300	Closed	-$4K	–	1598
2019 Q2	$4K	Buy	+300	New	+$3.81K	﹤0.01%	1263

Other funds holding FOLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Valeo Financial Advisors's FOLD Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Amicus Therapeutics (FOLD) in Q2 2021, closing a stake of 357 shares — an estimated $4K sold.

Valeo Financial Advisors first reported a position in FOLD in Q2 2019 and held it in 7 quarters. The position peaked at $8K in Q4 2020. 235 funds tracked by Wall St. Rank hold FOLD as of Q2 2021.

Valeo Financial Advisors reported no remaining Amicus Therapeutics position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 357 Amicus Therapeutics shares in Q2 2021, an estimated $4K.
Valeo Financial Advisors first reported a position in Amicus Therapeutics in Q2 2019 and held it in 7 quarters.
Valeo Financial Advisors's Amicus Therapeutics position peaked at $8K in Q4 2020.
235 funds tracked by Wall St. Rank held Amicus Therapeutics as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.