CA
KALV

Crewe Advisors’s KalVista Pharmaceuticals KALV Stock Holding History

Crewe 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
2023
Q3 		– Sell
-14
Closed -$126 – 754
2023
Q2 		$126 Buy
+14
New +$129 ﹤0.01% 826

Other funds holding KALV

TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
SVCM
Saturn V Capital Management Austin, Texas $552M AUM 551.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BC
Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Crewe Advisors's KALV Position: Q3 2023 in Review

Crewe Advisors sold out of KalVista Pharmaceuticals (KALV) in Q3 2023, closing a stake of 14 shares — an estimated $126 sold.

Crewe Advisors first reported a position in KALV in Q2 2023 and held it in 1 quarter. The position peaked at $126 in Q2 2023. 101 funds tracked by Wall St. Rank hold KALV as of Q3 2023.

  • Crewe Advisors reported no remaining KalVista Pharmaceuticals position as of Q3 2023 after selling out during the quarter.
  • Crewe Advisors sold 14 KalVista Pharmaceuticals shares in Q3 2023, an estimated $126.
  • Crewe Advisors first reported a position in KalVista Pharmaceuticals in Q2 2023 and held it in 1 quarter.
  • Crewe Advisors's KalVista Pharmaceuticals position peaked at $126 in Q2 2023.
  • 101 funds tracked by Wall St. Rank held KalVista Pharmaceuticals as of Q3 2023.

Based on Crewe Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.