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Glassman Wealth Services’s Kodiak Sciences KOD Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-241
Closed -$733 – 1048
2023
Q4 		$733 Buy
+241
New +$536 ﹤0.01% 1624
2019
Q2 		– Sell
-34
Closed – – 1226
2019
Q1 		$0 Buy
+34
New +$251 ﹤0.01% 1126

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
SCM
Silverarc Capital Management Boston, Massachusetts $980M AUM 470.8% 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
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

Glassman Wealth Services's KOD Position: Q1 2024 in Review

Glassman Wealth Services sold out of Kodiak Sciences (KOD) in Q1 2024, closing a stake of 241 shares — an estimated $733 sold.

Glassman Wealth Services first reported a position in KOD in Q1 2019 and held it in 2 quarters. The position peaked at $733 in Q4 2023. 113 funds tracked by Wall St. Rank hold KOD as of Q1 2024.

  • Glassman Wealth Services reported no remaining Kodiak Sciences position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 241 Kodiak Sciences shares in Q1 2024, an estimated $733.
  • Glassman Wealth Services first reported a position in Kodiak Sciences in Q1 2019 and held it in 2 quarters.
  • Glassman Wealth Services's Kodiak Sciences position peaked at $733 in Q4 2023.
  • 113 funds tracked by Wall St. Rank held Kodiak Sciences as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.