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Evolution Wealth Advisors’s Kodiak Sciences KOD Stock Holding History

Evolution Wealth Advisors’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
2021
Q4 		– Sell
-30
Closed -$3K – 410
2021
Q3 		$3K Sell
30
-45
-60% -$4.16K ﹤0.01% 610
2021
Q2 		$7K Buy
75
+8
+12% +$768 ﹤0.01% 461
2021
Q1 		$8K Hold
67
– – ﹤0.01% 455
2020
Q4 		$10K Buy
+67
New +$7.47K ﹤0.01% 350

Other funds holding KOD

BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evolution Wealth Advisors's KOD Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Kodiak Sciences (KOD) in Q4 2021, closing a stake of 30 shares — an estimated $3K sold.

Evolution Wealth Advisors first reported a position in KOD in Q4 2020 and held it in 4 quarters. The position peaked at $10K in Q4 2020. 153 funds tracked by Wall St. Rank hold KOD as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Kodiak Sciences position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 30 Kodiak Sciences shares in Q4 2021, an estimated $3K.
  • Evolution Wealth Advisors first reported a position in Kodiak Sciences in Q4 2020 and held it in 4 quarters.
  • Evolution Wealth Advisors's Kodiak Sciences position peaked at $10K in Q4 2020.
  • 153 funds tracked by Wall St. Rank held Kodiak Sciences as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.