TWA
KALV

TCI Wealth Advisors’s KalVista Pharmaceuticals KALV Stock Holding History

TCI Wealth Advisors’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
2022
Q4 		– Sell
-360
Closed -$5K – 2584
2022
Q3 		$5K Hold
360
– – ﹤0.01% 1473
2022
Q2 		$4K Buy
+360
New +$3.97K ﹤0.01% 1645
2021
Q3 		– Sell
-99
Closed -$2K – 2477
2021
Q2 		$2K Buy
+99
New +$2.59K ﹤0.01% 2031

Other funds holding KALV

TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

TCI Wealth Advisors's KALV Position: Q4 2022 in Review

TCI Wealth Advisors sold out of KalVista Pharmaceuticals (KALV) in Q4 2022, closing a stake of 360 shares — an estimated $5K sold.

TCI Wealth Advisors first reported a position in KALV in Q2 2021 and held it in 3 quarters. The position peaked at $5K in Q3 2022. 91 funds tracked by Wall St. Rank hold KALV as of Q4 2022.

  • TCI Wealth Advisors reported no remaining KalVista Pharmaceuticals position as of Q4 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 360 KalVista Pharmaceuticals shares in Q4 2022, an estimated $5K.
  • TCI Wealth Advisors first reported a position in KalVista Pharmaceuticals in Q2 2021 and held it in 3 quarters.
  • TCI Wealth Advisors's KalVista Pharmaceuticals position peaked at $5K in Q3 2022.
  • 91 funds tracked by Wall St. Rank held KalVista Pharmaceuticals as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.