SFS
KALV

Sowell Financial Services’s KalVista Pharmaceuticals KALV Stock Holding History

Sowell Financial Services’s Portfolio KALV Stock Details KALV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-210
Closed -$5K – 1689
2021
Q1 		$5K Buy
+210
New +$5.52K ﹤0.01% 2605

Other funds holding KALV

DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.1B AUM 799.93% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCM
Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sowell Financial Services's KALV Position: Q2 2021 in Review

Sowell Financial Services sold out of KalVista Pharmaceuticals (KALV) in Q2 2021, closing a stake of 210 shares — an estimated $5K sold.

Sowell Financial Services first reported a position in KALV in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 110 funds tracked by Wall St. Rank hold KALV as of Q2 2021.

  • Sowell Financial Services reported no remaining KalVista Pharmaceuticals position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 210 KalVista Pharmaceuticals shares in Q2 2021, an estimated $5K.
  • Sowell Financial Services first reported a position in KalVista Pharmaceuticals in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's KalVista Pharmaceuticals position peaked at $5K in Q1 2021.
  • 110 funds tracked by Wall St. Rank held KalVista Pharmaceuticals as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.