Valeo Financial Advisors’s KalVista Pharmaceuticals KALV Stock Holding History

Valeo Financial 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
2021 Q1	–	Sell	-142	Closed	-$3K	–	2108
2020 Q4	$3K	Hold	142	–	–	﹤0.01%	1468
2020 Q3	$2K	Hold	142	–	–	﹤0.01%	1410
2020 Q2	$2K	Hold	142	–	–	﹤0.01%	1767
2020 Q1	$1K	Hold	142	–	–	﹤0.01%	1665
2019 Q4	$3K	Hold	142	–	–	﹤0.01%	1395
2019 Q3	$2K	Hold	142	–	–	﹤0.01%	1386
2019 Q2	$3K	Hold	142	–	–	﹤0.01%	1335
2019 Q1	$4K	Hold	142	–	–	﹤0.01%	1236
2018 Q4	$3K	Hold	142	–	–	﹤0.01%	1208
2018 Q3	$3K	Hold	142	–	–	﹤0.01%	1353
2018 Q2	$2K	Hold	142	–	–	﹤0.01%	1350
2018 Q1	$1K	Hold	142	–	–	﹤0.01%	1438
2017 Q4	$1K	Hold	142	–	–	﹤0.01%	1289
2017 Q3	$1K	Buy	+142	New	+$1.01K	﹤0.01%	1101

Other funds holding KALV

Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

EAM

Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return

SCM

Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return

Valeo Financial Advisors's KALV Position: Q1 2021 in Review

Valeo Financial Advisors sold out of KalVista Pharmaceuticals (KALV) in Q1 2021, closing a stake of 142 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in KALV in Q3 2017 and held it in 14 quarters. The position peaked at $4K in Q1 2019. 117 funds tracked by Wall St. Rank hold KALV as of Q1 2021.

Valeo Financial Advisors reported no remaining KalVista Pharmaceuticals position as of Q1 2021 after selling out during the quarter.
Valeo Financial Advisors sold 142 KalVista Pharmaceuticals shares in Q1 2021, an estimated $3K.
Valeo Financial Advisors first reported a position in KalVista Pharmaceuticals in Q3 2017 and held it in 14 quarters.
Valeo Financial Advisors's KalVista Pharmaceuticals position peaked at $4K in Q1 2019.
117 funds tracked by Wall St. Rank held KalVista Pharmaceuticals as of Q1 2021.

Based on Valeo Financial Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.