VFA
KLDO

Valeo Financial Advisors’s Kaleido Biosciences, Inc. Common Stock KLDO Stock Holding History

Valeo Financial Advisors’s Portfolio KLDO Stock Details KLDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-200
Closed -$2K – 2055
2021
Q1 		$2K Hold
200
– – ﹤0.01% 1850
2020
Q4 		$2K Hold
200
– – ﹤0.01% 1554
2020
Q3 		$2K Hold
200
– – ﹤0.01% 1449
2020
Q2 		$1K Hold
200
– – ﹤0.01% 2005
2020
Q1 		$1K Hold
200
– – ﹤0.01% 1762
2019
Q4 		$1K Buy
+200
New +$1.27K ﹤0.01% 1599

Other funds holding KLDO

FP
Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HP
Harbourvest Partners Boston, Massachusetts $101M AUM 38.13% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Valeo Financial Advisors's KLDO Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Kaleido Biosciences, Inc. Common Stock (KLDO) in Q2 2021, closing a stake of 200 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in KLDO in Q4 2019 and held it in 6 quarters. The position peaked at $2K in Q1 2021. 71 funds tracked by Wall St. Rank hold KLDO as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Kaleido Biosciences, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 200 Kaleido Biosciences, Inc. Common Stock shares in Q2 2021, an estimated $2K.
  • Valeo Financial Advisors first reported a position in Kaleido Biosciences, Inc. Common Stock in Q4 2019 and held it in 6 quarters.
  • Valeo Financial Advisors's Kaleido Biosciences, Inc. Common Stock position peaked at $2K in Q1 2021.
  • 71 funds tracked by Wall St. Rank held Kaleido Biosciences, Inc. Common Stock as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.