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Accel Wealth Management’s KALA BIO KALA Stock Holding History

Accel Wealth Management’s Portfolio KALA Stock Details KALA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Hold
0
– -$6K – 912
2021
Q1 		– Sell
-1
Closed -$19.5K – 726
2020
Q4 		$13K Buy
+1
New +$18.8K 0.01% 576

Other funds holding KALA

RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Caxton Corporation Princeton, New Jersey $4.02M AUM 256.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SB
Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Accel Wealth Management's KALA Position: Q2 2021 in Review

Accel Wealth Management held its KALA BIO (KALA) position steady in Q2 2021 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #912.

Accel Wealth Management first reported a position in KALA in Q4 2020 and has held it in 1 quarter since. The position peaked at $13K in Q4 2020. 97 funds tracked by Wall St. Rank hold KALA as of Q2 2021.

  • Accel Wealth Management held 0 shares of KALA BIO worth $0 as of Q2 2021.
  • Accel Wealth Management left its KALA BIO share count unchanged in Q2 2021.
  • KALA BIO made up ﹤0.01% of Accel Wealth Management's portfolio in Q2 2021, its #912 holding.
  • Accel Wealth Management first reported a position in KALA BIO in Q4 2020 and has held it in 1 quarter since.
  • Accel Wealth Management's KALA BIO position peaked at $13K in Q4 2020.
  • 97 funds tracked by Wall St. Rank held KALA BIO as of Q2 2021.

Based on Accel Wealth Management's 13F filing for Q2 2021, filed 3 Aug 2021.