NFSG
KALV

Newbridge Financial Services Group’s KalVista Pharmaceuticals KALV Stock Holding History

Newbridge Financial Services Group’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
2023
Q4 		– Sell
-25
Closed -$241 – 1259
2023
Q3 		$241 Hold
25
– – ﹤0.01% 1235
2023
Q2 		$225 Hold
25
– – ﹤0.01% 1288
2023
Q1 		$197 Hold
25
– – ﹤0.01% 1350
2022
Q4 		$169 Hold
25
– – ﹤0.01% 1388
2022
Q3 		$0 Hold
25
– – ﹤0.01% 1427
2022
Q2 		$0 Hold
25
– – ﹤0.01% 1439
2022
Q1 		$0 Hold
25
– – ﹤0.01% 1497
2021
Q4 		$0 Hold
25
– – ﹤0.01% 1480
2021
Q3 		$1K Hold
25
– – ﹤0.01% 1273
2021
Q2 		$1K Hold
25
– – ﹤0.01% 1363
2021
Q1 		$1K Buy
+25
New +$657 ﹤0.01% 1283

Other funds holding KALV

VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SVCM
Saturn V Capital Management Austin, Texas $552M AUM 551.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BC
Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

Newbridge Financial Services Group's KALV Position: Q4 2023 in Review

Newbridge Financial Services Group sold out of KalVista Pharmaceuticals (KALV) in Q4 2023, closing a stake of 25 shares — an estimated $241 sold.

Newbridge Financial Services Group first reported a position in KALV in Q1 2021 and held it in 11 quarters. The position peaked at $1K in Q3 2021. 93 funds tracked by Wall St. Rank hold KALV as of Q4 2023.

  • Newbridge Financial Services Group reported no remaining KalVista Pharmaceuticals position as of Q4 2023 after selling out during the quarter.
  • Newbridge Financial Services Group sold 25 KalVista Pharmaceuticals shares in Q4 2023, an estimated $241.
  • Newbridge Financial Services Group first reported a position in KalVista Pharmaceuticals in Q1 2021 and held it in 11 quarters.
  • Newbridge Financial Services Group's KalVista Pharmaceuticals position peaked at $1K in Q3 2021.
  • 93 funds tracked by Wall St. Rank held KalVista Pharmaceuticals as of Q4 2023.

Based on Newbridge Financial Services Group's 13F filing for Q4 2023, filed 28 Mar 2024.