Next Financial Group’s Kodiak Sciences KOD Stock Holding History

Next Financial Group’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
2021 Q1	–	Sell	-113	Closed	-$17K	–	2591
2020 Q4	$17K	Buy	+113	New	+$12.6K	﹤0.01%	1609

Other funds holding KOD

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return

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

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

Next Financial Group sold out of Kodiak Sciences (KOD) in Q1 2021, closing a stake of 113 shares — an estimated $17K sold.

Next Financial Group first reported a position in KOD in Q4 2020 and held it in 1 quarter. The position peaked at $17K in Q4 2020. 167 funds tracked by Wall St. Rank hold KOD as of Q1 2021.

Next Financial Group reported no remaining Kodiak Sciences position as of Q1 2021 after selling out during the quarter.
Next Financial Group sold 113 Kodiak Sciences shares in Q1 2021, an estimated $17K.
Next Financial Group first reported a position in Kodiak Sciences in Q4 2020 and held it in 1 quarter.
Next Financial Group's Kodiak Sciences position peaked at $17K in Q4 2020.
167 funds tracked by Wall St. Rank held Kodiak Sciences as of Q1 2021.

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