Capital Performance Advisors’s KalVista Pharmaceuticals KALV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,845
Closed -$1.8M 298
2025
Q1
$1.8M Buy
+3,845
New +$39.2K 0.4% 40

Other funds holding KALV

Capital Performance Advisors's KALV Position: Q2 2025 in Review

Capital Performance Advisors sold out of KalVista Pharmaceuticals (KALV) in Q2 2025, closing a stake of 3,845 shares — an estimated $1.8M sold.

Capital Performance Advisors first reported a position in KALV in Q1 2025 and held it in 1 quarter. The position peaked at $1.8M in Q1 2025. 139 funds tracked by Wall St. Rank hold KALV as of Q2 2025.

  • Capital Performance Advisors reported no remaining KalVista Pharmaceuticals position as of Q2 2025 after selling out during the quarter.
  • Capital Performance Advisors sold 3,845 KalVista Pharmaceuticals shares in Q2 2025, an estimated $1.8M.
  • Capital Performance Advisors first reported a position in KalVista Pharmaceuticals in Q1 2025 and held it in 1 quarter.
  • Capital Performance Advisors's KalVista Pharmaceuticals position peaked at $1.8M in Q1 2025.
  • 139 funds tracked by Wall St. Rank held KalVista Pharmaceuticals as of Q2 2025.

Based on Capital Performance Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.