AWM
KALV

Avior Wealth Management’s KalVista Pharmaceuticals KALV Stock Holding History

Avior Wealth Management’s Portfolio KALV Stock Details KALV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5
Closed -$59 – 3017
2024
Q1 		$59 Buy
+5
New +$67 ﹤0.01% 3415

Other funds holding KALV

VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPC
Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BC
Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return

Avior Wealth Management's KALV Position: Q2 2024 in Review

Avior Wealth Management sold out of KalVista Pharmaceuticals (KALV) in Q2 2024, closing a stake of 5 shares — an estimated $59 sold.

Avior Wealth Management first reported a position in KALV in Q1 2024 and held it in 1 quarter. The position peaked at $59 in Q1 2024. 119 funds tracked by Wall St. Rank hold KALV as of Q2 2024.

  • Avior Wealth Management reported no remaining KalVista Pharmaceuticals position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 5 KalVista Pharmaceuticals shares in Q2 2024, an estimated $59.
  • Avior Wealth Management first reported a position in KalVista Pharmaceuticals in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's KalVista Pharmaceuticals position peaked at $59 in Q1 2024.
  • 119 funds tracked by Wall St. Rank held KalVista Pharmaceuticals as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.