Lindbrook Capital’s Kalaris Therapeutics KLRS Stock Holding History

Lindbrook Capital’s Portfolio KLRS Stock Details KLRS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-28	Closed	-$2.17K	–	2843
2023 Q2	$2.17K	Buy	28 +12	+75%	+$1.14K	﹤0.01%	2123
2023 Q1	$1.46K	Buy	+16	New	+$2.04K	﹤0.01%	2368
2022 Q4	–	Sell	-17	Closed	-$3K	–	3038
2022 Q3	$3K	Buy	+17	New	+$2.65K	﹤0.01%	1953
2022 Q2	–	Sell	-12	Closed	-$2K	–	2819
2022 Q1	$2K	Buy	+12	New	+$2.39K	﹤0.01%	2115

Other funds holding KLRS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lindbrook Capital's KLRS Position: Q3 2023 in Review

Lindbrook Capital sold out of Kalaris Therapeutics (KLRS) in Q3 2023, closing a stake of 28 shares — an estimated $2.17K sold.

Lindbrook Capital first reported a position in KLRS in Q1 2022 and held it in 4 quarters. The position peaked at $3K in Q3 2022. 90 funds tracked by Wall St. Rank hold KLRS as of Q3 2023.

Lindbrook Capital reported no remaining Kalaris Therapeutics position as of Q3 2023 after selling out during the quarter.
Lindbrook Capital sold 28 Kalaris Therapeutics shares in Q3 2023, an estimated $2.17K.
Lindbrook Capital first reported a position in Kalaris Therapeutics in Q1 2022 and held it in 4 quarters.
Lindbrook Capital's Kalaris Therapeutics position peaked at $3K in Q3 2022.
90 funds tracked by Wall St. Rank held Kalaris Therapeutics as of Q3 2023.

Based on Lindbrook Capital's 13F filing for Q3 2023, filed 25 Oct 2023.