PCS
KOD icon

Personal CFO Solutions’s Kodiak Sciences KOD Stock Holding History

Personal CFO Solutions’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
-1,700
Closed -$250K – 428
2020
Q4 		$250K Buy
+1,700
New +$190K 0.06% 289

Other funds holding KOD

BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
State Street
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
HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Personal CFO Solutions's KOD Position: Q1 2021 in Review

Personal CFO Solutions sold out of Kodiak Sciences (KOD) in Q1 2021, closing a stake of 1,700 shares — an estimated $250K sold.

Personal CFO Solutions first reported a position in KOD in Q4 2020 and held it in 1 quarter. The position peaked at $250K in Q4 2020. 167 funds tracked by Wall St. Rank hold KOD as of Q1 2021.

  • Personal CFO Solutions reported no remaining Kodiak Sciences position as of Q1 2021 after selling out during the quarter.
  • Personal CFO Solutions sold 1,700 Kodiak Sciences shares in Q1 2021, an estimated $250K.
  • Personal CFO Solutions first reported a position in Kodiak Sciences in Q4 2020 and held it in 1 quarter.
  • Personal CFO Solutions's Kodiak Sciences position peaked at $250K in Q4 2020.
  • 167 funds tracked by Wall St. Rank held Kodiak Sciences as of Q1 2021.

Based on Personal CFO Solutions's 13F filing for Q1 2021, filed 21 Apr 2021.