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Capital Asset Advisory Services’s Kodiak Sciences KOD Stock Holding History

Capital Asset Advisory Services’s Portfolio KOD Stock Details KOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-231
Closed -$34K – 1108
2020
Q4 		$34K Buy
+231
New +$25.8K 0.01% 708

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Vanguard Group
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IC
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State Street
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ACH
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HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Asset Advisory Services's KOD Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Kodiak Sciences (KOD) in Q1 2021, closing a stake of 231 shares — an estimated $34K sold.

Capital Asset Advisory Services first reported a position in KOD in Q4 2020 and held it in 1 quarter. The position peaked at $34K in Q4 2020. 167 funds tracked by Wall St. Rank hold KOD as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Kodiak Sciences position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 231 Kodiak Sciences shares in Q1 2021, an estimated $34K.
  • Capital Asset Advisory Services first reported a position in Kodiak Sciences in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Kodiak Sciences position peaked at $34K in Q4 2020.
  • 167 funds tracked by Wall St. Rank held Kodiak Sciences as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.