Commonwealth Equity Services
KLRS

Commonwealth Equity Services’s Kalaris Therapeutics KLRS Stock Holding History

Commonwealth Equity Services’s Portfolio KLRS Stock Details KLRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8,739
Closed -$163K – 4239
2024
Q3 		$163K Hold
8,739
– – ﹤0.01% 3773
2024
Q2 		$145K Sell
8,739
-109
-1% -$1.92K ﹤0.01% 3731
2024
Q1 		$154K Hold
8,848
– – ﹤0.01% 3705
2023
Q4 		$138K Buy
+8,848
New +$349K ﹤0.01% 3613

Other funds holding KLRS

GS
Gilead Sciences Foster City, California $2.12B AUM 143.53% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Commonwealth Equity Services's KLRS Position: Q4 2024 in Review

Commonwealth Equity Services sold out of Kalaris Therapeutics (KLRS) in Q4 2024, closing a stake of 8,739 shares — an estimated $163K sold.

Commonwealth Equity Services first reported a position in KLRS in Q4 2023 and held it in 4 quarters. The position peaked at $163K in Q3 2024. 52 funds tracked by Wall St. Rank hold KLRS as of Q4 2024.

  • Commonwealth Equity Services reported no remaining Kalaris Therapeutics position as of Q4 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 8,739 Kalaris Therapeutics shares in Q4 2024, an estimated $163K.
  • Commonwealth Equity Services first reported a position in Kalaris Therapeutics in Q4 2023 and held it in 4 quarters.
  • Commonwealth Equity Services's Kalaris Therapeutics position peaked at $163K in Q3 2024.
  • 52 funds tracked by Wall St. Rank held Kalaris Therapeutics as of Q4 2024.

Based on Commonwealth Equity Services's 13F filing for Q4 2024, filed 10 Feb 2025.