TWA
KLRS

TCI Wealth Advisors’s Kalaris Therapeutics KLRS Stock Holding History

TCI Wealth Advisors’s Portfolio KLRS Stock Details KLRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-4
Closed -$2K – 2602
2021
Q2 		$2K Buy
+4
New +$2.06K ﹤0.01% 2124
2021
Q1 		– Sell
-1
Closed -$1K – 2249
2020
Q4 		$1K Hold
1
– – ﹤0.01% 1482
2020
Q3 		$0 Buy
+1
New +$683 ﹤0.01% 1682

Other funds holding KLRS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

TCI Wealth Advisors's KLRS Position: Q3 2021 in Review

TCI Wealth Advisors sold out of Kalaris Therapeutics (KLRS) in Q3 2021, closing a stake of 4 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in KLRS in Q3 2020 and held it in 3 quarters. The position peaked at $2K in Q2 2021. 79 funds tracked by Wall St. Rank hold KLRS as of Q3 2021.

  • TCI Wealth Advisors reported no remaining Kalaris Therapeutics position as of Q3 2021 after selling out during the quarter.
  • TCI Wealth Advisors sold 4 Kalaris Therapeutics shares in Q3 2021, an estimated $2K.
  • TCI Wealth Advisors first reported a position in Kalaris Therapeutics in Q3 2020 and held it in 3 quarters.
  • TCI Wealth Advisors's Kalaris Therapeutics position peaked at $2K in Q2 2021.
  • 79 funds tracked by Wall St. Rank held Kalaris Therapeutics as of Q3 2021.

Based on TCI Wealth Advisors's 13F filing for Q3 2021, filed 29 Oct 2021.