LPWM
KOD icon

Lake Point Wealth Management’s Kodiak Sciences KOD Stock Holding History

Lake Point Wealth Management’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
2020
Q1 		$4K Hold
75
– – ﹤0.01% 193
2019
Q4 		$5K Buy
+75
New +$2.73K ﹤0.01% 371

Other funds holding KOD

BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Lake Point Wealth Management's KOD Position: Q1 2020 in Review

Lake Point Wealth Management held its Kodiak Sciences (KOD) position steady in Q1 2020 at 75 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #193.

Lake Point Wealth Management first reported a position in KOD in Q4 2019 and has held it in 2 quarters since. The position peaked at $5K in Q4 2019. 110 funds tracked by Wall St. Rank hold KOD as of Q1 2020.

  • Lake Point Wealth Management held 75 shares of Kodiak Sciences worth $4K as of Q1 2020.
  • Lake Point Wealth Management left its Kodiak Sciences share count unchanged in Q1 2020.
  • Kodiak Sciences made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #193 holding.
  • Lake Point Wealth Management first reported a position in Kodiak Sciences in Q4 2019 and has held it in 2 quarters since.
  • Lake Point Wealth Management's Kodiak Sciences position peaked at $5K in Q4 2019.
  • 110 funds tracked by Wall St. Rank held Kodiak Sciences as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.