Fiduciary Alliance’s KALA BIO KALA Stock Holding History

Fiduciary Alliance’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
2023 Q3	–	Sell	-2	Closed	-$1.39K	–	583
2023 Q2	$1.39K	Buy	+2	New	+$1.55K	﹤0.01%	831

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

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

BlackRock New York $5.72T AUM 30.48% 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KOCAA

Knights of Columbus Asset Advisors New Haven, Connecticut $1.77B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Covestor London, United Kingdom $144M AUM 37.32% 1-Year Est. Return

Fiduciary Alliance's KALA Position: Q3 2023 in Review

Fiduciary Alliance sold out of KALA BIO (KALA) in Q3 2023, closing a stake of 2 shares — an estimated $1.39K sold.

Fiduciary Alliance first reported a position in KALA in Q2 2023 and held it in 1 quarter. The position peaked at $1.39K in Q2 2023. 20 funds tracked by Wall St. Rank hold KALA as of Q3 2023.

Fiduciary Alliance reported no remaining KALA BIO position as of Q3 2023 after selling out during the quarter.
Fiduciary Alliance sold 2 KALA BIO shares in Q3 2023, an estimated $1.39K.
Fiduciary Alliance first reported a position in KALA BIO in Q2 2023 and held it in 1 quarter.
Fiduciary Alliance's KALA BIO position peaked at $1.39K in Q2 2023.
20 funds tracked by Wall St. Rank held KALA BIO as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.