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Taylor Wealth Management Partners’s KALA BIO KALA Stock Holding History

Taylor Wealth Management Partners’s Portfolio KALA Stock Details KALA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-7
Closed -$22K – 68
2021
Q4 		$22K Sell
7
-11
-61% -$51K 0.01% 63
2021
Q3 		$115K Buy
18
+1
+6% +$8.63K 0.04% 69
2021
Q2 		$228K Buy
17
+2
+13% +$31.4K 0.08% 63
2021
Q1 		$255K Buy
15
+5
+50% +$97.6K 0.09% 63
2020
Q4 		$174K Buy
10
+4
+67% +$75.3K 0.07% 59
2020
Q3 		$103K Buy
+6
New +$138K 0.05% 51

Other funds holding KALA

RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
SB
Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return
VAFP
Vahanian & Associates Financial Planning Saratoga Springs, New York $25.3M AUM 39.42% 1-Year Est. Return
GL
Graypoint LLC Albany, New York $1.78B AUM 16.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Taylor Wealth Management Partners's KALA Position: Q1 2022 in Review

Taylor Wealth Management Partners sold out of KALA BIO (KALA) in Q1 2022, closing a stake of 7 shares — an estimated $22K sold.

Taylor Wealth Management Partners first reported a position in KALA in Q3 2020 and held it in 6 quarters. The position peaked at $255K in Q1 2021. 82 funds tracked by Wall St. Rank hold KALA as of Q1 2022.

  • Taylor Wealth Management Partners reported no remaining KALA BIO position as of Q1 2022 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 7 KALA BIO shares in Q1 2022, an estimated $22K.
  • Taylor Wealth Management Partners first reported a position in KALA BIO in Q3 2020 and held it in 6 quarters.
  • Taylor Wealth Management Partners's KALA BIO position peaked at $255K in Q1 2021.
  • 82 funds tracked by Wall St. Rank held KALA BIO as of Q1 2022.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2022, filed 11 May 2022.