EI
KALV

Ellevest Inc’s KalVista Pharmaceuticals KALV Stock Holding History

Ellevest Inc’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
2022
Q4 		– Sell
-10
Closed – – 1911
2022
Q3 		$0 Hold
10
– – ﹤0.01% 1729
2022
Q2 		$0 Sell
10
-9
-47% -$99 ﹤0.01% 1530
2022
Q1 		$0 Buy
+19
New +$273 ﹤0.01% 1520

Other funds holding KALV

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
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Ellevest Inc's KALV Position: Q4 2022 in Review

Ellevest Inc sold out of KalVista Pharmaceuticals (KALV) in Q4 2022, closing a stake of 10 shares.

Ellevest Inc first reported a position in KALV in Q1 2022 and held it in 3 quarters. The position peaked at $0 in Q3 2022. 91 funds tracked by Wall St. Rank hold KALV as of Q4 2022.

  • Ellevest Inc reported no remaining KalVista Pharmaceuticals position as of Q4 2022 after selling out during the quarter.
  • Ellevest Inc sold 10 KalVista Pharmaceuticals shares in Q4 2022.
  • Ellevest Inc first reported a position in KalVista Pharmaceuticals in Q1 2022 and held it in 3 quarters.
  • Ellevest Inc's KalVista Pharmaceuticals position peaked at $0 in Q3 2022.
  • 91 funds tracked by Wall St. Rank held KalVista Pharmaceuticals as of Q4 2022.

Based on Ellevest Inc's 13F filing for Q4 2022, filed 3 Feb 2023.