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Plante Moran Financial Advisors’s Kodiak Sciences KOD Stock Holding History

Plante Moran Financial Advisors’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
-900
Closed -$132K – 1060
2020
Q4 		$132K Buy
+900
New +$100K 0.04% 216

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

Plante Moran Financial Advisors's KOD Position: Q1 2021 in Review

Plante Moran Financial Advisors sold out of Kodiak Sciences (KOD) in Q1 2021, closing a stake of 900 shares — an estimated $132K sold.

Plante Moran Financial Advisors first reported a position in KOD in Q4 2020 and held it in 1 quarter. The position peaked at $132K in Q4 2020. 167 funds tracked by Wall St. Rank hold KOD as of Q1 2021.

  • Plante Moran Financial Advisors reported no remaining Kodiak Sciences position as of Q1 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 900 Kodiak Sciences shares in Q1 2021, an estimated $132K.
  • Plante Moran Financial Advisors first reported a position in Kodiak Sciences in Q4 2020 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Kodiak Sciences position peaked at $132K in Q4 2020.
  • 167 funds tracked by Wall St. Rank held Kodiak Sciences as of Q1 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2021, filed 13 May 2021.