KPW
KALV

Kore Private Wealth’s KalVista Pharmaceuticals KALV Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-1,605
Closed -$19K – 697
2020
Q2 		$19K Buy
+1,605
New +$17.1K ﹤0.01% 653

Other funds holding KALV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SHI
SV Health Investors Boston, Massachusetts $32.3M AUM 20.15% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
IC
Ikarian Capital Dallas, Texas $1.23B AUM 600.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 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
OM
Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return

Kore Private Wealth's KALV Position: Q3 2020 in Review

Kore Private Wealth sold out of KalVista Pharmaceuticals (KALV) in Q3 2020, closing a stake of 1,605 shares — an estimated $19K sold.

Kore Private Wealth first reported a position in KALV in Q2 2020 and held it in 1 quarter. The position peaked at $19K in Q2 2020. 63 funds tracked by Wall St. Rank hold KALV as of Q3 2020.

  • Kore Private Wealth reported no remaining KalVista Pharmaceuticals position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 1,605 KalVista Pharmaceuticals shares in Q3 2020, an estimated $19K.
  • Kore Private Wealth first reported a position in KalVista Pharmaceuticals in Q2 2020 and held it in 1 quarter.
  • Kore Private Wealth's KalVista Pharmaceuticals position peaked at $19K in Q2 2020.
  • 63 funds tracked by Wall St. Rank held KalVista Pharmaceuticals as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.