WWM
ITCI

Whalen Wealth Management’s Intra-Cellular Therapies Inc. ITCI Stock Holding History

Whalen Wealth Management’s Portfolio ITCI Stock Details ITCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,996
Closed -$219K – 182
2024
Q3 		$219K Buy
+2,996
New +$225K 0.16% 107

Other funds holding ITCI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

Whalen Wealth Management's ITCI Position: Q4 2024 in Review

Whalen Wealth Management sold out of Intra-Cellular Therapies Inc. (ITCI) in Q4 2024, closing a stake of 2,996 shares — an estimated $219K sold.

Whalen Wealth Management first reported a position in ITCI in Q3 2024 and held it in 1 quarter. The position peaked at $219K in Q3 2024. 387 funds tracked by Wall St. Rank hold ITCI as of Q4 2024.

  • Whalen Wealth Management reported no remaining Intra-Cellular Therapies Inc. position as of Q4 2024 after selling out during the quarter.
  • Whalen Wealth Management sold 2,996 Intra-Cellular Therapies Inc. shares in Q4 2024, an estimated $219K.
  • Whalen Wealth Management first reported a position in Intra-Cellular Therapies Inc. in Q3 2024 and held it in 1 quarter.
  • Whalen Wealth Management's Intra-Cellular Therapies Inc. position peaked at $219K in Q3 2024.
  • 387 funds tracked by Wall St. Rank held Intra-Cellular Therapies Inc. as of Q4 2024.

Based on Whalen Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.