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Sowell Financial Services’s Kodiak Sciences KOD Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-115
Closed -$12K – 1708
2021
Q1 		$12K Hold
115
– – ﹤0.01% 2239
2020
Q4 		$17K Buy
+115
New +$12.8K ﹤0.01% 1803

Other funds holding KOD

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University Redwood City, California $533M AUM 65.58% 1-Year Est. Return

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

Sowell Financial Services sold out of Kodiak Sciences (KOD) in Q2 2021, closing a stake of 115 shares — an estimated $12K sold.

Sowell Financial Services first reported a position in KOD in Q4 2020 and held it in 2 quarters. The position peaked at $17K in Q4 2020. 149 funds tracked by Wall St. Rank hold KOD as of Q2 2021.

  • Sowell Financial Services reported no remaining Kodiak Sciences position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 115 Kodiak Sciences shares in Q2 2021, an estimated $12K.
  • Sowell Financial Services first reported a position in Kodiak Sciences in Q4 2020 and held it in 2 quarters.
  • Sowell Financial Services's Kodiak Sciences position peaked at $17K in Q4 2020.
  • 149 funds tracked by Wall St. Rank held Kodiak Sciences as of Q2 2021.

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