FGAM
KALV

Financial Gravity Asset Management’s KalVista Pharmaceuticals KALV Stock Holding History

Financial Gravity Asset Management’s Portfolio KALV Stock Details KALV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Hold
0
– – – 1942
2023
Q3 		– Sell
-9
Closed -$10 – 1523
2023
Q2 		$10 Buy
+9
New +$83 ﹤0.01% 1534
2023
Q1 		– Sell
-7
Closed -$8 – 1412
2022
Q4 		$8 Buy
+7
New +$37 ﹤0.01% 1375

Other funds holding KALV

VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 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
BC
Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SVCM
Saturn V Capital Management Austin, Texas $552M AUM 551.78% 1-Year Est. Return

Financial Gravity Asset Management's KALV Position: Q1 2024 in Review

Financial Gravity Asset Management held its KalVista Pharmaceuticals (KALV) position steady in Q1 2024 at 0 shares worth $4. The position accounts for ﹤0.01% of the portfolio, ranked #1942.

Financial Gravity Asset Management first reported a position in KALV in Q4 2022 and has held it in 2 quarters since. The position peaked at $10 in Q2 2023. 128 funds tracked by Wall St. Rank hold KALV as of Q1 2024.

  • Financial Gravity Asset Management held 0 shares of KalVista Pharmaceuticals worth $4 as of Q1 2024.
  • Financial Gravity Asset Management left its KalVista Pharmaceuticals share count unchanged in Q1 2024.
  • KalVista Pharmaceuticals made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2024, its #1942 holding.
  • Financial Gravity Asset Management first reported a position in KalVista Pharmaceuticals in Q4 2022 and has held it in 2 quarters since.
  • Financial Gravity Asset Management's KalVista Pharmaceuticals position peaked at $10 in Q2 2023.
  • 128 funds tracked by Wall St. Rank held KalVista Pharmaceuticals as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.