CAPTRUST Financial Advisors
KALV

CAPTRUST Financial Advisors’s KalVista Pharmaceuticals KALV Stock Holding History

CAPTRUST Financial Advisors’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
2021
Q3 		– Sell
-41
Closed -$1K – 4704
2021
Q2 		$1K Buy
+41
New +$1.07K ﹤0.01% 4347

Other funds holding KALV

DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CAPTRUST Financial Advisors's KALV Position: Q3 2021 in Review

CAPTRUST Financial Advisors sold out of KalVista Pharmaceuticals (KALV) in Q3 2021, closing a stake of 41 shares — an estimated $1K sold.

CAPTRUST Financial Advisors first reported a position in KALV in Q2 2021 and held it in 1 quarter. The position peaked at $1K in Q2 2021. 105 funds tracked by Wall St. Rank hold KALV as of Q3 2021.

  • CAPTRUST Financial Advisors reported no remaining KalVista Pharmaceuticals position as of Q3 2021 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 41 KalVista Pharmaceuticals shares in Q3 2021, an estimated $1K.
  • CAPTRUST Financial Advisors first reported a position in KalVista Pharmaceuticals in Q2 2021 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's KalVista Pharmaceuticals position peaked at $1K in Q2 2021.
  • 105 funds tracked by Wall St. Rank held KalVista Pharmaceuticals as of Q3 2021.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2021, filed 16 Nov 2021.