NFG
KALV

Next Financial Group’s KalVista Pharmaceuticals KALV Stock Holding History

Next Financial 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
2021
Q1 		– Sell
-4,525
Closed -$86K – 2585
2020
Q4 		$86K Sell
4,525
-2
-0% -$34 0.01% 1007
2020
Q3 		$57K Buy
+4,527
New +$56.6K 0.01% 1062
2020
Q2 		– Sell
-4,683
Closed -$36K – 1274
2020
Q1 		$36K Hold
4,683
– – ﹤0.01% 1092
2019
Q4 		$83K Buy
+4,683
New +$61.1K 0.01% 1023

Other funds holding KALV

VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return

Next Financial Group's KALV Position: Q1 2021 in Review

Next Financial Group sold out of KalVista Pharmaceuticals (KALV) in Q1 2021, closing a stake of 4,525 shares — an estimated $86K sold.

Next Financial Group first reported a position in KALV in Q4 2019 and held it in 4 quarters. The position peaked at $86K in Q4 2020. 117 funds tracked by Wall St. Rank hold KALV as of Q1 2021.

  • Next Financial Group reported no remaining KalVista Pharmaceuticals position as of Q1 2021 after selling out during the quarter.
  • Next Financial Group sold 4,525 KalVista Pharmaceuticals shares in Q1 2021, an estimated $86K.
  • Next Financial Group first reported a position in KalVista Pharmaceuticals in Q4 2019 and held it in 4 quarters.
  • Next Financial Group's KalVista Pharmaceuticals position peaked at $86K in Q4 2020.
  • 117 funds tracked by Wall St. Rank held KalVista Pharmaceuticals as of Q1 2021.

Based on Next Financial Group's 13F filing for Q1 2021, filed 16 Apr 2021.