EverSource Wealth Advisors’s Kalaris Therapeutics KLRS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-30
Closed -$241 4389
2025
Q1
$241 Hold
30
﹤0.01% 3662
2024
Q4
$292 Hold
30
﹤0.01% 3349
2024
Q3
$562 Hold
30
﹤0.01% 2847
2024
Q2
$515 Sell
30
-28
-48% -$494 ﹤0.01% 2886
2024
Q1
$1.06K Buy
+58
New +$946 ﹤0.01% 2559
2023
Q3
Sell
-7
Closed -$541 2683
2023
Q2
$541 Buy
+7
New +$665 ﹤0.01% 2337

Other funds holding KLRS

EverSource Wealth Advisors's KLRS Position: Q2 2025 in Review

EverSource Wealth Advisors sold out of Kalaris Therapeutics (KLRS) in Q2 2025, closing a stake of 30 shares — an estimated $241 sold.

EverSource Wealth Advisors first reported a position in KLRS in Q2 2023 and held it in 6 quarters. The position peaked at $1.06K in Q1 2024. 30 funds tracked by Wall St. Rank hold KLRS as of Q2 2025.

  • EverSource Wealth Advisors reported no remaining Kalaris Therapeutics position as of Q2 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 30 Kalaris Therapeutics shares in Q2 2025, an estimated $241.
  • EverSource Wealth Advisors first reported a position in Kalaris Therapeutics in Q2 2023 and held it in 6 quarters.
  • EverSource Wealth Advisors's Kalaris Therapeutics position peaked at $1.06K in Q1 2024.
  • 30 funds tracked by Wall St. Rank held Kalaris Therapeutics as of Q2 2025.

Based on EverSource Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.