CFA
KLDO

Carroll Financial Associates’s Kaleido Biosciences, Inc. Common Stock KLDO Stock Holding History

Carroll Financial Associates’s Portfolio KLDO Stock Details KLDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$0 Hold
339
– – ﹤0.01% 2034
2021
Q3 		$1K Hold
339
– – ﹤0.01% 1753
2021
Q2 		$2K Hold
339
– – ﹤0.01% 1601
2021
Q1 		$2K Buy
+339
New +$3.69K ﹤0.01% 1535

Other funds holding KLDO

FP
Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HP
Harbourvest Partners Boston, Massachusetts $101M AUM 38.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return

Carroll Financial Associates's KLDO Position: Q4 2021 in Review

Carroll Financial Associates held its Kaleido Biosciences, Inc. Common Stock (KLDO) position steady in Q4 2021 at 339 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2034.

Carroll Financial Associates first reported a position in KLDO in Q1 2021 and has held it in 4 quarters since. The position peaked at $2K in Q2 2021. 66 funds tracked by Wall St. Rank hold KLDO as of Q4 2021.

  • Carroll Financial Associates held 339 shares of Kaleido Biosciences, Inc. Common Stock worth $0 as of Q4 2021.
  • Carroll Financial Associates left its Kaleido Biosciences, Inc. Common Stock share count unchanged in Q4 2021.
  • Kaleido Biosciences, Inc. Common Stock made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #2034 holding.
  • Carroll Financial Associates first reported a position in Kaleido Biosciences, Inc. Common Stock in Q1 2021 and has held it in 4 quarters since.
  • Carroll Financial Associates's Kaleido Biosciences, Inc. Common Stock position peaked at $2K in Q2 2021.
  • 66 funds tracked by Wall St. Rank held Kaleido Biosciences, Inc. Common Stock as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.