Evoke Wealth’s KALA BIO KALA Stock Holding History

Evoke Wealth’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	-3	Closed	-$2K	–	768
2022 Q3	$2K	Hold	3	–	–	﹤0.01%	1040
2022 Q2	$2K	Hold	3	–	–	﹤0.01%	1050
2022 Q1	$11K	Hold	3	–	–	﹤0.01%	748
2021 Q4	$10K	Hold	3	–	–	﹤0.01%	789
2021 Q3	$20K	Buy	+3	New	+$25.9K	﹤0.01%	636

Other funds holding KALA

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Evoke Wealth's KALA Position: Q4 2022 in Review

Evoke Wealth sold out of KALA BIO (KALA) in Q4 2022, closing a stake of 3 shares — an estimated $2K sold.

Evoke Wealth first reported a position in KALA in Q3 2021 and held it in 5 quarters. The position peaked at $20K in Q3 2021. 28 funds tracked by Wall St. Rank hold KALA as of Q4 2022.

Evoke Wealth reported no remaining KALA BIO position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 3 KALA BIO shares in Q4 2022, an estimated $2K.
Evoke Wealth first reported a position in KALA BIO in Q3 2021 and held it in 5 quarters.
Evoke Wealth's KALA BIO position peaked at $20K in Q3 2021.
28 funds tracked by Wall St. Rank held KALA BIO as of Q4 2022.

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