Creative Planning
KALA icon

Creative Planning’s KALA BIO KALA Stock Holding History

Creative Planning’s Portfolio KALA Stock Details KALA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-6
Closed -$3K – 2553
2022
Q3 		$3K Hold
6
– – ﹤0.01% 2272
2022
Q2 		$4K Buy
+6
New +$9.41K ﹤0.01% 2233
2021
Q2 		– Sell
-8
Closed -$130K – 2339
2021
Q1 		$130K Buy
+8
New +$156K ﹤0.01% 2195

Other funds holding KALA

BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SB
Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University Redwood City, California $849M AUM 55.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Creative Planning's KALA Position: Q4 2022 in Review

Creative Planning sold out of KALA BIO (KALA) in Q4 2022, closing a stake of 6 shares — an estimated $3K sold.

Creative Planning first reported a position in KALA in Q1 2021 and held it in 3 quarters. The position peaked at $130K in Q1 2021. 28 funds tracked by Wall St. Rank hold KALA as of Q4 2022.

  • Creative Planning reported no remaining KALA BIO position as of Q4 2022 after selling out during the quarter.
  • Creative Planning sold 6 KALA BIO shares in Q4 2022, an estimated $3K.
  • Creative Planning first reported a position in KALA BIO in Q1 2021 and held it in 3 quarters.
  • Creative Planning's KALA BIO position peaked at $130K in Q1 2021.
  • 28 funds tracked by Wall St. Rank held KALA BIO as of Q4 2022.

Based on Creative Planning's 13F filing for Q4 2022, filed 10 Feb 2023.