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Patriot Financial Group Insurance Agency’s KALA BIO KALA Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio KALA Stock Details KALA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2
Closed -$37K – 2031
2020
Q4 		$37K Hold
2
– – 0.01% 778
2020
Q3 		$41K Hold
2
– – 0.01% 587
2020
Q2 		$58K Hold
2
– – 0.02% 480
2020
Q1 		$48K Hold
2
– – 0.02% 471
2019
Q4 		$20K Hold
2
– – 0.01% 681
2019
Q3 		$21K Hold
2
– – 0.01% 634
2019
Q2 		$36K Hold
2
– – 0.02% 495
2019
Q1 		$46K Buy
+2
New +$35.5K 0.02% 402

Other funds holding KALA

RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Caxton Corporation Princeton, New Jersey $4.02M AUM 256.08% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Patriot Financial Group Insurance Agency's KALA Position: Q1 2021 in Review

Patriot Financial Group Insurance Agency sold out of KALA BIO (KALA) in Q1 2021, closing a stake of 2 shares — an estimated $37K sold.

Patriot Financial Group Insurance Agency first reported a position in KALA in Q1 2019 and held it in 8 quarters. The position peaked at $58K in Q2 2020. 106 funds tracked by Wall St. Rank hold KALA as of Q1 2021.

  • Patriot Financial Group Insurance Agency reported no remaining KALA BIO position as of Q1 2021 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2 KALA BIO shares in Q1 2021, an estimated $37K.
  • Patriot Financial Group Insurance Agency first reported a position in KALA BIO in Q1 2019 and held it in 8 quarters.
  • Patriot Financial Group Insurance Agency's KALA BIO position peaked at $58K in Q2 2020.
  • 106 funds tracked by Wall St. Rank held KALA BIO as of Q1 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2021, filed 29 Apr 2021.