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Integrated Wealth Concepts’s KALA BIO KALA Stock Holding History

Integrated Wealth Concepts’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
2022
Q3 		– Sell
-61
Closed -$46K – 983
2022
Q2 		$46K Buy
61
+20
+49% +$31.4K ﹤0.01% 960
2022
Q1 		$141K Buy
+41
New +$107K ﹤0.01% 899

Other funds holding KALA

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
SB
Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VAFP
Vahanian & Associates Financial Planning Saratoga Springs, New York $25.3M AUM 39.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Integrated Wealth Concepts's KALA Position: Q3 2022 in Review

Integrated Wealth Concepts sold out of KALA BIO (KALA) in Q3 2022, closing a stake of 61 shares — an estimated $46K sold.

Integrated Wealth Concepts first reported a position in KALA in Q1 2022 and held it in 2 quarters. The position peaked at $141K in Q1 2022. 53 funds tracked by Wall St. Rank hold KALA as of Q3 2022.

  • Integrated Wealth Concepts reported no remaining KALA BIO position as of Q3 2022 after selling out during the quarter.
  • Integrated Wealth Concepts sold 61 KALA BIO shares in Q3 2022, an estimated $46K.
  • Integrated Wealth Concepts first reported a position in KALA BIO in Q1 2022 and held it in 2 quarters.
  • Integrated Wealth Concepts's KALA BIO position peaked at $141K in Q1 2022.
  • 53 funds tracked by Wall St. Rank held KALA BIO as of Q3 2022.

Based on Integrated Wealth Concepts's 13F filing for Q3 2022, filed 14 Nov 2022.