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Reilly Financial Advisors’s Kodiak Sciences KOD Stock Holding History

Reilly 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
Q4 		$8K Hold
100
– – ﹤0.01% 757
2021
Q3 		$10K Hold
100
– – ﹤0.01% 661
2021
Q2 		$9K Buy
+100
New +$9.6K ﹤0.01% 719

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University Redwood City, California $849M AUM 55.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Reilly Financial Advisors's KOD Position: Q4 2021 in Review

Reilly Financial Advisors held its Kodiak Sciences (KOD) position steady in Q4 2021 at 100 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

Reilly Financial Advisors first reported a position in KOD in Q2 2021 and has held it in 3 quarters since. The position peaked at $10K in Q3 2021. 153 funds tracked by Wall St. Rank hold KOD as of Q4 2021.

  • Reilly Financial Advisors held 100 shares of Kodiak Sciences worth $8K as of Q4 2021.
  • Reilly Financial Advisors left its Kodiak Sciences share count unchanged in Q4 2021.
  • Kodiak Sciences made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #757 holding.
  • Reilly Financial Advisors first reported a position in Kodiak Sciences in Q2 2021 and has held it in 3 quarters since.
  • Reilly Financial Advisors's Kodiak Sciences position peaked at $10K in Q3 2021.
  • 153 funds tracked by Wall St. Rank held Kodiak Sciences as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.