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Evoke Wealth’s Kodiak Sciences KOD Stock Holding History

Evoke Wealth’s Portfolio KOD Stock Details KOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-369
Closed -$3K – 783
2022
Q3 		$3K Hold
369
– – ﹤0.01% 972
2022
Q2 		$3K Buy
+369
New +$2.59K ﹤0.01% 986

Other funds holding KOD

BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evoke Wealth's KOD Position: Q4 2022 in Review

Evoke Wealth sold out of Kodiak Sciences (KOD) in Q4 2022, closing a stake of 369 shares — an estimated $3K sold.

Evoke Wealth first reported a position in KOD in Q2 2022 and held it in 2 quarters. The position peaked at $3K in Q3 2022. 136 funds tracked by Wall St. Rank hold KOD as of Q4 2022.

  • Evoke Wealth reported no remaining Kodiak Sciences position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 369 Kodiak Sciences shares in Q4 2022, an estimated $3K.
  • Evoke Wealth first reported a position in Kodiak Sciences in Q2 2022 and held it in 2 quarters.
  • Evoke Wealth's Kodiak Sciences position peaked at $3K in Q3 2022.
  • 136 funds tracked by Wall St. Rank held Kodiak Sciences as of Q4 2022.

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